RBC BlueBay Insights
RBC BlueBay Insights
RBC BlueBay Asset Management
Unlocking markets: the winners take all
28 minutes Posted Mar 31, 2025 at 11:00 am.
0:00
28:10
Download MP3
Show notes
The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative c...