Podcast Episodes
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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, 5 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, 5 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, 6 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, 6 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, 6 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, 6 months ago
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, 7 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, 7 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, 7 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, 7 months ago