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Patience required: navigating US fixed income's inflation peak
Episode 127
Current energy shocks collide with restrictive monetary policy, creating a different challenge for fixed income investors than 2022.
Mindy Gudmundson…
7 hours ago
Quality carry over market timing
Episode 126
Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundame…
1 week ago
Between conflict and compromise: finding value amid Middle East volatility
Episode 125
Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create cha…
2 weeks ago
EA's record-breaking buyout rewrites LBO playbook
Episode 124
A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing.
Jeff Jablons, Senior High Yield Analyst covering telecom, cable, s…
3 weeks ago
Three paths back to rate cuts
Episode 123
Cut expectations evaporate: Federal Reserve easing bets collapsed after March meeting as geopolitical risks and inflation concerns pushed rate hike p…
4 weeks ago
Why private credit's software problem is high yield's opportunity
Episode 122
Private credit's software problem creates a potential opportunity for high yield as exposure gaps reveal structural vulnerabilities in direct lending…
1 month ago
One person’s volatility is another’s opportunity
Episode 121
Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion.
Neil Sun, P…
1 month, 1 week ago
Underlying strength shields credit markets from geopolitical shocks
Episode 120
Positioning pays off: Conservative allocations and incoming cash flows shield high yield investors from geopolitical volatility that rattled broader …
1 month, 2 weeks ago
Markets navigate AI spending boom while inflation holds below target
Episode 119
RBC’s BlueBay Fixed Income team discusses how US markets have shown resilience with contained inflation, though heavy tech sector debt issuance from …
2 months ago
New hawks on the FOMC, but old uncertainties remain
Episode 118
Trump nominates Warsh for Fed chair as new governors potentially reshape this year’s rate outlook.
Laurie Mount, Portfolio Manager on RBC GAM's BlueBa…
2 months, 2 weeks ago