This report, authored by BlueBay’s Developed Market Special Situations team, outlines five years of event-driven credit investing and the evolving mid-market opportunity set.
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The fund has delivered +92% net returns over five years, with low correlation to major indices and performance driven by hard catalysts rather than beta.
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Portfolio positioning reflects rising European restructuring needs, particularly in Germany, the UK and France, with distressed exposure increasing as bifurcation deepens.
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Anticipated 1H 2026 restructuring activity and private-credit stress may expand the opportunity set.
Explore the full report to examine the catalysts, risks and positioning shaping the next phase.
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