RBC BlueBay on the rich opportunity set for special situations

European mid-market companies look particularly attractive amid an increase in restructurings across the region. BlueBay institutional portfolio manager James Rous considers why economic headwinds translate to tailwinds for special situations investors.

This article is sponsored by RBC BlueBay

James Rous
James Rous

Markets have climbed a wall of worry over the past few quarters. Increasingly, forecasters are confident that major developed market economies will avoid hard landings, with consumers and corporates having shrugged off the impact of higher policy rates to date. At the same time, major inflation indicators have started to decline.