Podcast Episodes
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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, 6 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, 7 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, 7 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, 7 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, 7 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, 7 months ago
Proposed trade policies have bond investors worried
Episode 57
Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, dives into why calls for aggressive rate cuts in the U.S. have diminished and how the st…
1 year, 8 months ago
The shifting narrative
Episode 56
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, discusses the upcoming election and the potential impact on fixed income m…
1 year, 8 months ago
What the Fed’s action means for today and tomorrow
Episode 55
Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, examines how the market is absorbing last week’s rate cut…
1 year, 8 months ago
The calendar has been full of new issuance
Episode 54
The September high yield new issue calendar has been active. Peter Keenan, Senior High Yield Trader on the BlueBay U.S. Fixed Income Team, discusses …
1 year, 8 months ago