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Duration will become your friend again
Episode 17
Senior portfolio Manager Tim Leary discusses why public investment grade and high yield is attractive once again.
It’s time to give public large, liqu…2 years, 5 months ago
The tables have turned
Episode 16
In this week’s episode, hear Andrzej Skiba describe how a few economic data points and softer language from Chair Powell helped move yields back clos…
2 years, 5 months ago
Behind the scenes of the syndicated leveraged loan market
Episode 15
With so much clouding the investment picture at the moment, Tim Leary, BlueBay Senior Portfolio Manager at RBC GAM, goes off the beaten path to discu…
2 years, 5 months ago
Reviewing a creative complement to cash
Episode 14
With short-term rates holding many attributes in the current environment, Stephen Fitzsimmons, BlueBay Institutional Portfolio Manager at RBC GAM, di…
2 years, 5 months ago
Fundamental strength in the financial sector
Episode 13
In today’s episode of The Weekly Fix, Tim Leary, BlueBay Senior Portfolio Manager, acknowledges the importance of the rise of geopolitical risk. And …
2 years, 6 months ago
Treasury yields retreat
Episode 12
In today’s episode of The Weekly Fix, Tim Leary, Senior Portfolio Manager, BlueBay US Fixed Income, discusses the impact of geopolitical risk, the li…
2 years, 6 months ago
We’re not chasing unicorns
Episode 11
In this episode of The Weekly Fix, Andrzej Skiba, Head of BlueBay US Fixed
Income, discusses the potential impact of the FOMC meeting on fixed income
a…
2 years, 6 months ago
Market reaction to important dynamics
Episode 10
On today’s episode of The Weekly Fix, Stephen Fitzsimmons, BlueBay Institutional Portfolio Manager at RBC GAM, discusses the elevated economic data a…
2 years, 7 months ago
Clients view on the health of the market
Episode 9
While recently visiting with clients and prospects in Chicago, Tim Leary, BlueBay Senior Portfolio Manager, was able to get a strong sense of how inv…
2 years, 7 months ago
Contradictory data have investors in a wait and see mood
Episode 8
Tim Leary, BlueBay Senior Portfolio Manager, provides a summary of recent economic events. At the Jackson Hole Economic Symposium, Fed Chairman Powel…
2 years, 7 months ago