Podcast Episodes
Back to Search
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…
1 year, 1 month 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 …
1 year, 1 month 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…
1 year, 1 month 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, 1 month 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, 2 months 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, 2 months ago
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, 2 months 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, 2 months 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, 2 months 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, 3 months ago