Calls
3
Mike Bell
Market Strategy Head, RBC BlueBay
Win Rate
66.7%
return
+2.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 08
$95.94
-0.7%
For those wanting exposure to emerging markets, emerging market debt is also attractive as a diversification away from concentrated tech exposure; previously they profited from long EM commodity exporter debt versus importers.
Bonds & Rates
Long
Aug 05
$79.55
+0.4%
High yield bonds can deliver returns similar to equities over the next 12 months but with less downside risk because defaults are expected to remain low.
Bonds & Rates
Long
Jul 08
$33.46
+6.2%
As a way to diversify away from the overvalued and speculative semiconductor trade, look at some of the Chinese equity names within emerging markets.
Equity Indexes
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Mike Bell has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: EMB, FXI, HYG.
