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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…
5 months, 4 weeks 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…
6 months 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 …
6 months, 1 week 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…
6 months, 3 weeks 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 …
7 months 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…
7 months, 1 week ago
Systemic risks versus idiosyncratic events
Episode 107
Systemic risk, or just unusual events? Recent market turbulence leaves some questions about how long high valuations and tight spreads will continue.…
7 months, 2 weeks ago
Bank resilience amid market jitters
Episode 106
Credit cycle deterioration? Not so fast- new earnings reports from the banking sector ease fears of financially stretched consumers and companies.
Joh…
7 months, 3 weeks ago
US High Yield: attractive yields, selective opportunities
Episode 105
US High Yield continues to perform well this quarter- but geopolitical volatility demands strategic positioning.
In this edition of #TheWeeklyFix, Cha…
7 months, 4 weeks ago
Adapting to market dynamics in fixed income strategies
Episode 104
Amid a shifting market landscape, fixed income strategies are evolving to uncover
value in key sectors.
Andrzej Skiba, Head of BlueBay U.S. Fixed Incom…
8 months ago