Episode Details

As we pass the mid-year mark, @Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down how fixed income markets are shaping up for the second half of the year. With spreads at multi-year tights and bullish market positioning, the opportunity set is narrowing, but there’s still value to be found for active investors.

From reallocating to sectors like insurance and utilities to exploring subordinated debt and non-agency MBS, Andrzej explains how we’re staying constructive while moderating risk. With volatility likely to rise later this summer, strategic credit hedges and tactical reallocations are keeping portfolios nimble and ready for what’s next.