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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.…
5 months, 3 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…
6 months 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…
6 months, 1 week 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…
6 months, 2 weeks ago
Economic pulse: GDP growth, labor market stability, and government turbulence
Episode 103
New GDP data shows economic growth, but labor market and political risks keep markets on edge.
Mindy Gudmundson, Institutional Portfolio Manager with …
6 months, 3 weeks ago
Diverging views on monetary policy: a closer look at the Fed's path forward
Episode 102
The Fed’s rate cut is in, just as the market expected – what’s next for the future of monetary policy?
Laurie Mount, Portfolio Manager with RBC BlueB…
6 months, 4 weeks ago
The intersection of Fed policy and housing affordability
Episode 101
Can Fed policy ease the housing affordability crisis?
Teri Savage, Senior Mortgage Trader with RBC BlueBay’s Fixed Income team, explores the pressures…
7 months ago
The Fix Is In. Fixed over floating now that rate cuts are all but certain
Episode 100
Senior portfolio manager Tim Leary discusses how weaker job growth and strong bond market activity, coupled with tight spreads, support expectations …
7 months, 1 week ago
Back to school, back to supply: corporate credit spreads at historic lows, what’s next?
Episode 99
Corporate credit spreads are at historic lows – will September’s bond supply shake up the market?
Neil Sun, Portfolio Manager on the BlueBay U.S. Fix…
7 months, 2 weeks ago
Strategic insights: Fed signals, credit markets, and market implications
Episode 98
Fed Chair Powell excited investors last Friday with hints of a potential September rate cut. What’s next for credit markets?
Anne Greenwood, Instituti…
7 months, 3 weeks ago