Not the time to be idle — Taking action in today’s credit markets
Episode five: Not all cash is created equal
November 15, 2023
As investors are pouring record sums of money into cash-related investments, John Donohue discusses the liquidity market in the current environment.
- Investment options for cash have expanded beyond plain vanilla.
- Perfectly timing the market isn’t possible. It’s best to define a process and have discipline.
- Develop an Investment Policy Statement that is a living document.
- There are interesting opportunities to maximize return, while preserving capital in a risk averse way, including: treasuries, agencies, corporate bonds, commercial paper, and asset backed securities.
- Our overwhelming view is that rates are going to be higher for longer.
Notes from the desk of Polina Kurdyavko
India - the elephant in the room
Polina Kurdyavko hits the road, reflecting on her observations from around the world while tying in fresh investment perspectives related to emerging markets.
- India has been a major contributor to global GDP growth.
- Factors contributing to this success include: demographics, geographic location, China's decline, focus on infrastructure, progress developing renewable energy and a focus on improving financial markets.
- We view India’s fixed income market is fairly valued, but view any dislocations as an opportunity to add risk, given the constructive fundamental backdrop.
Impact investing
Investors today are increasingly committed to doing good without compromising doing well financially. Learn how you can advance positive social and environmental impact through core fixed income portfolios.
Discover how investors are making a local impact
We partner with regional entities to create impact investing collaboratives for their communities. These collaboratives provide mission-driven investors a coordinated approach to support high-impact projects important to them, through scaled investment in their geographies.
Ron Homer honored as recipient of Global MindED’s Inclusive Leader Award
In 2021, Ron Homer was a Global MindED Inclusive Leader Award recipient for Banking & Finance in recognition of his efforts to foster diversity and equality within these industries. Ron is RBC Global Asset Management’s Chief Strategist of U.S. Impact Investing and has over fifty years of experience in the financial services industry. His pioneering vision and accomplishments in impact and community investing coupled with deep seated knowledge acquired over decades have established him as a leader in these fields.
Minnesota Impact Investing Initiative (MI3)
Philanthropy California Impact Investing InitiativePhilanthropy Northwest Impact Investing Initiative
Local-Impact Fixed Income Targeted Investment New Mexico (LIFT NM)
Annual Impact Investing Report
Ron Homer: An impact investing pioneer
Fixed income
Learn how our BlueBay Fixed Income Team is finding opportunity in a credit environment challenged by inflation, geo-political tensions and fallout from the pandemic.
Webinar Series: Not the time to be idle
In this year’s webinar series, we will examine the realities of inflation, recession, defaults, liquidity and geopolitical risk and how they are impacting the global economy and altering the investment landscape.
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Passionate, insightful, contrarian at times and always a true thought-leader in his field, Mark Dowding, BlueBay’s CIO shares fresh fixed income insights every Friday.
Subscribe and read the latest note from Polina Kurdyavko
Polina Kurdyavko hits the road, reflecting on her observations from around the world while tying in fresh investment perspectives related to emerging markets.
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A weekly video series dedicated to providing our US Fixed Income team's view on the most recent market trends.
We are pleased to offer additional vehicles for investment in our emerging markets and international equity strategies listed below.
Global expertise
RBC Global Asset Management has expanded its investment capabilities by bringing on talent based around the world, allowing us to build truly global portfolios. Our investment teams are committed to the pursuit of deep fundamental knowledge, collaboration, integrating advanced investment and risk management tools, and embracing innovation.
Source: RBC Global Asset Management Inc.
RBC Global Asset Management brings a breadth of investment capabilities that allow us to create customized client solutions through RBC GAM's specialized investment teams supported by global resources.
RBC GAM nominated for best places to work
RBC Global Asset Management (U.S.) was recognized amongst the best places to work in money management in 2023 by Pensions & Investments.