RBC BlueBay Insights

Author: RBC BlueBay Asset Management

RBC BlueBay experts discuss their views on the market today.
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Unlocking markets: 2025 – tariffs, tech and U-turns
Thursday, 20 November, 2025

Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful year in global markets. From President Trump’s tariffs (and rollback of tariffs) to the ongoing AI boom, LDP leader Sanae Takaichi’s recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there’s a lot to discuss as we head into year-end.