EM Market Views Webinar 2026: From Tariffs to Tech, Navigating the New Normal in Emerging Markets

Webcast Details

Date & Time

December 10, 2025 – 10:30 AM to 11:30 AM EST

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Company Description

As an asset manager with global scope and industry-leading management capabilities, RBC Global Asset Managements (RBC GAM) strives to provide clients an unrivalled experience of investment and service excellence. We offer a comprehensive range of solutions and services to our global clients and investors. We operate as a global firm of specialized investment teams with more than $534 billion* in assets under management. In addition to broad-based capabilities in equities, liquidity management and alternatives, our BlueBay fixed income platform embodies the best of alternative and traditional fixed income investing. We manage more than $143 billion* across a full spectrum of active fixed income strategies—all of which are designed to generate alpha within a capital preservation context. Our platform spans multiple investment dimensions and leverages our collective skill set to create differentiated portfolios. This approach allows us to meet our clients’ risk/return objectives for a specific asset class while providing additional diversification across their overall portfolio.

*as of June 30, 2025

Summary

Join us for an in-depth discussion on our 2026 outlook for emerging markets. In RBC GAM’s 10^th annual webinar on the topic, experts Polina Kurdyavko, Head of BlueBay Emerging Markets Debt, and Laurence Bensafi, Deputy Head of Emerging Market Equities, will delve into topics such as:

The potential for continued EM equities outperformance
How EM equities offer exposure to the AI theme at a fraction of the cost
The positive impact of US tariffs on the asset class
The solid fundamentals of EM debt and the opportunities in local markets

Listen in to hear how our experts are navigating shifting global dynamics and identifying investment opportunities across emerging market asset classes.

Speakers

Polina Kurdyavko, CFA

Head of BlueBay Emerging Markets Debt and BlueBay Senior Portfolio Manager

Polina is Head of BlueBay Emerging Markets Debt and Senior Portfolio Manager on the BlueBay Fixed Income team at RBC Global Asset Management (UK) Limited. In addition to oversight of investments across all Emerging Markets (EM) strategies, Polina is also a lead portfolio manager for several flagship funds in EM sovereign, credit and local markets, including long only and alternative products. Prior to joining the organization in 2005, Polina had worked at an investment banking firm where she was a credit analyst in EM corporate research covering EM issuers and providing support for primary issuance of corporate debt. She had earlier worked as an emerging markets equity analyst at an asset management company. Polina started her career in the investment industry in 2000 at a macro research boutique in Russia. Polina holds an Masters of Science (Hons) in Finance from the People’s Friendship University of Russia. She is also a CFA® charterholder.

Laurence Bensafi, CFA

Deputy Head of Emerging Market Equities and Portfolio Manager

Laurence is Deputy Head and Portfolio Manager on the Emerging Markets Equities team at RBC Global Asset Management (UK) Limited. Prior to joining the firm in 2013, she headed the Emerging Markets team of a leading U.K. asset manager. In this role, Laurence was responsible for managing Asian and global emerging market income strategies, and developing quantitative stock selection and environmental analysis models. She began her career in the investment industry 1998 as a quantitative analyst at a major financial services company, where she supported European and global equity portfolio management by developing quantitative models to assist in the portfolio construction and security selection process.

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Disclosure

This material is provided by RBC Global Asset Management (RBC GAM) for informational purposes only and may not be reproduced, distributed or published without the written consent of RBC GAM or the relevant affiliated entity listed herein. RBC GAM is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc. (RBC GAM-US), RBC Global Asset Management (UK) Limited (RBC GAM-UK), and RBC Global Asset Management (Asia) Limited (RBC GAM-Asia), which are separate, but affiliated subsidiaries of RBC.

In Canada, the material may be distributed by RBC GAM Inc., (including PH&N Institutional), which is regulated by each provincial and territorial securities commission. In the United States (US), this material may be distributed by RBC GAM-US, an SEC registered investment adviser. In the United Kingdom (UK) the material may be distributed by RBC GAM-UK, which is authorised and regulated by the UK Financial Conduct Authority (FCA), registered with the US Securities and Exchange Commission (SEC), and a member of the National Futures Association (NFA) as authorised by the US Commodity Futures Trading Commission (CFTC). In the European Economic Area (EEA), this material may be distributed by BlueBay Funds Management Company S.A. (BBFM S.A.), which is regulated by the Commission de Surveillance du Secteur Financier (CSSF). In Germany, Italy, Spain and Netherlands the BBFM S.A. is operating under a branch passport pursuant to the Undertakings for Collective Investment in Transferable Securities Directive (2009/65/EC) and the Alternative Investment Fund Managers Directive (2011/61/EU). In Switzerland, the material may be distributed by BlueBay Asset Management AG where the Representative and Paying Agent is BNP Paribas Securities Services, Paris, succursale de Zurich, Selnaustrasse 16, 8002 Zurich, Switzerland. In Japan, the material may be distributed by BlueBay Asset Management International Limited, which is registered with the Kanto Local Finance Bureau of Ministry of Finance, Japan. Elsewhere in Asia, the material may be distributed by RBC GAM-Asia, which is registered with the Securities and Futures Commission (SFC) in Hong Kong. In Australia, RBC GAM-UK is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of financial services as it is regulated by the FCA under the laws of the UK which differ from Australian laws. All distribution-related entities noted above are collectively included in references to “RBC GAM” within this material.

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