Podcast Episodes
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On the edge of the tariff precipice
Episode 77
As tariff speculation peaks ahead of President Trump’s announcement on Liberation Day, market volatility continues to rise. Matthew Maggio dives into…
1 year ago
If the consumer is anxious, where does that leave the economy?
Episode 76
Tariff talk continues to rattle markets. And with declining sentiment, cautious retail spending, and the Fed’s inflation concerns mounting, the U.S. …
1 year ago
Asset-Backed Securities: Resilience in uncertain times
Episode 75
Asset-Backed Securities (ABS) have evolved far beyond their origins in auto loans and credit cards—now spanning from music royalties to fiber network…
1 year, 1 month ago
Shifting dynamics between Europe and the US
Episode 74
The tides are shifting between the U.S. and Europe. Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explores how Germany’s bold €5…
1 year, 1 month ago
Market results so far in 2025
Episode 73
Spreads are tight, inflows are steady, and private markets continue to evolve. Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income t…
1 year, 1 month ago
Investors dealing with the disruption
Episode 72
A wave of federal workforce cuts and looming trade policy uncertainty are keeping investors on edge. Mindy Gudmundson, Institutional Portfolio Manage…
1 year, 1 month ago
Fund flows picking up steam in 2025
Episode 71
Despite macro headlines dominating investor sentiment, fund flows into Investment Grade credit have quietly gained momentum in early 2025. Neil Sun, …
1 year, 2 months ago
Déjà vu – Government Sponsored Enterprise reform in a second Trump administration
Episode 70
What’s next for Fannie Mae and Freddie Mac? Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the evolving discussi…
1 year, 2 months ago
Looking for policy clarity
Episode 69
The first weeks of 2025 have been anything but calm. Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down the market-moving themes, from tra…
1 year, 2 months ago
Bond markets aren’t waiting for the details of the Trump’s economic agenda
Episode 68
Andrzej Skiba, Head of BlueBay U.S. Fixed Income, unpacks the recent aggressive sell-off in Treasury prices, with 30-year yields briefly touching 5%.…
1 year, 3 months ago