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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, 3 months 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, 3 months 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, 4 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, 4 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, 4 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, 5 months ago
Our view on the market set-up for 2025
Episode 67
2024 was a strong year for U.S. High Yield and leveraged loans but as we move into 2025, volatility is expected to increase, and valuations will play…
1 year, 5 months ago
A volatile 2024 leads us to ponder where the dust will settle in 2025
Episode 66
U.S. credit markets are ending 2024 on a high note, with spreads at multi-year tights despite rate volatility and record issuance. But caution is war…
1 year, 5 months ago
The news tells a story of volatility, but markets are non-plussed
Episode 65
High-yield and loan markets are closing out 2024 on a high, with record issuance and firm technicals. Tim Leary, Senior Portfolio Manager on the Blue…
1 year, 6 months ago
Markets react to Trump’s tweets, comments and assertions
Episode 64
Markets moved this week after President-elect Trump suggested 25% tariffs on Canadian and Mexican imports. Stephen Fitzsimmons, Institutional Portfol…
1 year, 6 months ago