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Steeper curves, tighter spreads: a credit market inflection
Episode 117
Will tighter spreads hold as supply floods the market?
Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, di…
2 months, 3 weeks ago
Decoding U.S. Banks' Robust Q4 Performance and 2026 Outlook
Episode 116
Signals of strength? U.S. banks’ Q4 earnings highlight steady fundamentals and confidence heading into 2026.
John Guarnera, Senior Corporate Analyst o…
3 months ago
Tight spreads, tighter credit: the year ahead
Episode 115
Tight spreads, tighter credit: What’s next for high-yield?
Tim Leary, Senior Portfolio Manager on RBC GAM’s BlueBay U.S. Fixed Income team, shares ins…
3 months, 1 week ago
High returns, heavy supply: walking 2026’s fixed income tightrope
Episode 114
A year of high returns or high risks? Fixed income markets look to navigate 2026’s key challenges.
In the latest edition of The Weekly Fix, Andrzej Sk…
3 months, 2 weeks ago
Cash tsunami: $8T in money markets as investors play the waiting game
Episode 113
Amid high-short term rates and diverging Fed opinions, investors have turned to money market funds, waiting for clarity on the economic outlook.
In th…
4 months ago
2026 vision: rate cuts, tight spreads, and AI’s growing pains
Episode 112
Is the AI boom testing market limits, or uncovering new opportunities in fixed income for 2026?
Anne Greenwood, Institutional Portfolio Manager on RBC…
4 months, 1 week ago
Data drought: navigating the economic fog
Episode 111
Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, explores how the longest-ever government shutdown has …
4 months, 2 weeks ago
High yield bonds: Generating income, navigating volatility
Episode 110
With more volatility potentially on the horizon, we believe US High Yield bonds can provide a ‘port in the storm’.
Tim Leary, Senior Portfolio Manage…
5 months ago
Tech bros vs finance bros: big tech’s mega bond issuance
Episode 109
Big Tech is reshaping the bond market. Are investors ready for Silicon Valley’s mega issuances?
Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed …
5 months, 1 week ago
Powell's caution: a foggy road ahead for interest rates
Episode 108
Divided Fed, uncertain future: Powell’s cautious tone raises questions about policy shifts ahead.
Laurie Mount, Portfolio Manager with RBC GAM’s BlueB…
5 months, 2 weeks ago