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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
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, 2 months 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, 2 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago
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, 4 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, 4 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, 4 months ago