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Why income still wins: Strong demand for IG credit in a tight spread world
Episode 87
Tight spreads. Strong demand. What gives?
Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explains why Investment Grade credit is a…
10 months, 1 week ago
Navigating today’s U.S. housing market
Episode 86
Is the U.S. housing market cooling, or just normalizing?
Eric Hathaway, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, unpacks the l…
10 months, 2 weeks ago
Memorial Day reflections
Episode 85
Tim Leary, senior portfolio manager on the BlueBay U.S. Fixed Income team, unpacks the tension between soaring defense spending, expanding social pro…
10 months, 3 weeks ago
Markets get bearish on the US
Episode 84
Moody’s just stripped the U.S. of its last remaining Aaa credit rating. But what does it actually mean for markets? Jeff D’Auria shares why the downg…
11 months ago
A 90-day pause
Episode 83
Trade headlines, tariffs, and central bank caution – this week brought no shortage of market-moving news. Laurie Mount, Portfolio Manager on the Blue…
11 months, 1 week ago
Treasury basis – A risky trade hiding in the Treasury market
Episode 82
It’s one of the riskiest trades hiding in plain sight: the Treasury basis trade.
In today’s episode of The Weekly Fix, Neil Sun, Portfolio Manager on …
11 months, 2 weeks ago
Markets settle in to a new “normal”
Episode 81
After a volatile start to April, High Yield markets are regaining momentum. Peter Keenan, Senior Trader on the BlueBay US Fixed Income team, discusse…
11 months, 3 weeks ago
Mixed economic signals
Episode 80
Tim Leary, Senior Portfolio Manager on the BlueBay US Fixed Income team, puts it plainly: the market expected a tariff hammer and got a bulldozer.
Pre…
1 year ago
Investors search for a way forward
Episode 79
In a high-rate, high-volatility environment, floating rate loans still offer opportunity—if you know where to look. Madison Pozzi, Assistant Portfoli…
1 year ago
Rethinking global trade
Episode 78
A global selloff, a weaker dollar, and rising inflation fears. President Trump’s April 2nd tariff announcement has triggered one of the most volatile…
1 year ago