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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 …
1 year, 11 months 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…
1 year, 11 months 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 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 ago
The path to positive Alpha
Episode 33
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team discusses how the strong but not too strong economic conditions have led to…
2 years ago
While the market waits for rate cuts, the data tells a conflicting story
Episode 32
BlueBay Institutional Portfolio Manager Stephen Fitzsimmons discusses how investors are eagerly buying up new debt issuance. While many investors ap…
2 years ago
Fixed income is exciting again
Episode 31
Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team discusses how investors were largely disappointed with the…
2 years, 1 month ago
Data is noisy and the ride may be bumpy
Episode 30
BlueBay Head of US Fixed Income Andrzej Skiba discusses why investors will have to wait for additional evidence regarding a moderating inflation tren…
2 years, 1 month ago
The power of interest income
Episode 29
BlueBay Senior Portfolio Manager Tim Leary discusses the factors that have led to higher yields this year and why we’re looking for the market to kee…
2 years, 1 month ago
Too much strength for early easing?
Episode 28
BlueBay Institutional Portfolio Manager discusses what we’re looking for in some key economic data releases this week and how it might affect our pos…
2 years, 1 month ago