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Renewed downtrend in inflation may open the door to future rate cuts
Episode 43
BlueBay Head of US Fixed Income Andrzej Skiba discusses why slowing inflation may lead the way to rate cuts later this year and into 2025.
Curren…1 year, 11 months ago
Volatile sentiment is the predominant theme
Episode 42
On today’s episode of The Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses how each …
2 years ago
Reviewing the “haves” and the “have-nots”
Episode 41
In today’s episode of The Weekly Fix, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, reviews the “haves” and the “have-no…
2 years ago
Soothing news for the market
Episode 40
In this week’s episode of The Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio
Manager on the BlueBay U.S. Fixed Income team, discusses how ri…
2 years ago
All eyes on CPI
Episode 39
In this episode of The Weekly Fix, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses how disappointing CPI data ha…
2 years, 1 month ago
Economic data whipsaws markets
Episode 38
In this episode of The Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses how differen…
2 years, 1 month ago
Stand ready to adjust to incoming data
Episode 37
In the latest episode of The Weekly Fix, hear from Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, on why this week’s FOMC meeting will …
2 years, 1 month ago
The darling of the market, for now
Episode 36
Corporate earnings may be in focus this week, but macro questions continue to weigh on bond markets. Tim Leary, Senior Portfolio Manager on the BlueB…
2 years, 1 month ago
Inflation stalks the markets
Episode 35
In this episode of The Weekly Fix, Stephen Fitzsimmons, BlueBay Institutional Portfolio Manager, discusses how the reality of the data shows there is…
2 years, 2 months ago
Have the prospects for strong fixed income returns this year been diminished?
Episode 34
Have prospects for strong fixed income returns this year been diminished by robust U.S economic data? Listen in as Andrzej Skiba, BlueBay Head of U.S…
2 years, 2 months ago