Polina Kurdyavko, head of emerging markets and senior PM at RBC BlueBay Asset Management, was the special guest, sharing insights on her investing approach, career background and the opportunity set in EM heading into 2026. (Recorded Tuesday 7 October).

1:42 — Career background and evolution.

2:26 — Started career in 1998, personal family motivation.

3:40 — Kurdyavko’s big-picture view on EM and why it provides a fertile hunting ground in alts.

6:35 — Moving from relative to directional opportunity.

8:55 — Impact of this year’s volatility and turbulence on the opportunity set going forward.

14:22 — Episode sponsor: Altaira Strategic Partners.

15:05 — Follow-up on de-dollarization trend.

21:28 — Thoughts on China — real estate, general outlook, significance.

24:24 — Rising allocator interest in EM?

26:50 — Looking ahead into 2026.

China article - Polina’s Perspective: a pimple soup experience in China

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Episode 46 sponsor

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Ep 46: Polina Kurdyavko, RBC BlueBay, on the EM opportunity

Alternative Fund Insight

Ep 46: Polina Kurdyavko, RBC BlueBay, on the EM opportunity