Turbulent markets call for more than an Index

This BlueBay report authored by Mark Dowding, examines the impact of turbulent markets on investment strategies for 2025, emphasizing the importance of active management.

• U.S. Economic Resilience: Strong growth and low unemployment persist, though rising fiscal deficits and bond oversupply raise sustainability concerns.  
• European Struggles: High energy costs and economic restructuring weigh on competitiveness, while interest rate cuts aim to counter tariff pressures.  
• Global Trade Risks: Renewed tariffs under the Trump administration challenge supply chains, with volatility creating opportunities for active investors.  

For a comprehensive analysis of fixed-income strategies and market outlooks, access the full report.