Podcast Episodes
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Issues with Commercial Real Estate aren’t going away
Episode 27
BlueBay Head of US Fixed Income Andrzej Skiba discusses how investors are dealing with recent trouble spots within the US commercial real estate issu…
2 years, 2 months ago
Investors adjust to a changing reality
Episode 26
BlueBay Head of US Fixed Income Andrzej Skiba discusses how investors are dealing with strong macro-economic data and heavy treasury issuance.
The US …2 years, 2 months ago
All eyes on the fed.
Episode 25
Stephen Fitzsimmons discusses how the comments coming out of FOMC meeting this week may well provide insight into the future direction of markets.
Bon…2 years, 2 months ago
The powerful combination supporting the Bond Market.
Episode 24
Summary: BlueBay Senior Portfolio Manager Tim Leary explains why bond markets remain
healthy following the retrenchment.
Bond markets have given back …2 years, 2 months ago
Our updated thoughts on the Market
Episode 23
In this week’s episode, hear Andrzej Skiba explain how expectations need to be reset after the rally to end 2023, but that opportunities abound.
S…
2 years, 3 months ago
2023 in review
Episode 22
In this week’s episode, hear Brandon Swensen recount the events that have made 2023 a very exciting year for investors.
Summary points:
The year bega…2 years, 4 months ago
Looking at a stacked week
Episode 21
Summary:
This will be a busy week in the market as investors look
to digest key data readings on key measures.
BlueBay Institutional Portfolio Manager …
2 years, 4 months ago
Investor Demand Remains Robust for High Quality Corporate Debt
Episode 20
Summary: The BlueBay US Fixed Income team is seeing strong demand in the secondary market for new corporate bond issuance. Investors seem enticed by…
2 years, 4 months ago
All is Quiet on the High Yield Front
Episode 19
Summary: Senior Portfolio Manager Tim Leary discusses how we’ve entered a quiet period for the markets as new issuance is low and there is little for…
2 years, 4 months ago
Last week's data went against consensus
Episode 18
Stephen Fitzsimmons discusses how the market was caught flat-footed by last week’s CPI data that was below expectations and markets rallied as a resu…
2 years, 5 months ago