Podcast Episodes
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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, 3 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, 4 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, 4 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, 4 months ago
Reassessing the “risk-on” rally
Episode 63
Tim Leary, Senior Portfolio Manager on the BlueBay Fixed Income team, breaks down the post-election market reaction, including the fade in risk ralli…
1 year, 5 months ago
Understanding the impact of Trump’s agenda
Episode 62
Brian Svendahl, Senior Portfolio Manager on the BlueBay Fixed Income team, breaks down the big news of the year: Donald Trump’s return to office. Wit…
1 year, 5 months ago
Understanding important signals in the mixed economic data
Episode 61
Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, steps away from election chatter to dive into the latest …
1 year, 5 months ago
What’s an investor to do when the race remains within a margin of error?
Episode 60
Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down what fixed income investors should consider with just a week to go until the U.S. presi…
1 year, 5 months ago
The election has markets bracing for an important fulcrum
Episode 59
Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay Fixed Income team, shares his insights on how upcoming U.S. elections will likely…
1 year, 6 months ago
Don’t abandon your floaters quite yet
Episode 58
Mark Shohet, Portfolio Manager on the BlueBay U.S. Fixed Income team, provides insights on the ongoing dynamics in the financial markets and explains…
1 year, 6 months ago