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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, 6 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, 6 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, 6 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, 7 months ago
The path of rates is clearly lower
Episode 53
There may be a sense of déjà vu among investors as September’s soft markets mirror the start of last month, notes Tim Leary, Senior Portfolio Manager…
1 year, 7 months ago
The time has come
Episode 52
The time has come. With inflation under control, Jerome Powell signaled rate cuts are on the way, leading to markets rallying. The question now turns…
1 year, 7 months ago
Good reasons why the high yield market is so tight
Episode 51
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses how the high yield bond market has returned to its previous leve…
1 year, 8 months ago
What a difference a week makes
Episode 50
Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, examines how the market recovered from an extremely volat…
1 year, 8 months ago
Take a deep breath and chill out
Episode 49
Everyone. Remain. Calm. Andrzej Skiba, Head of BlueBay U.S. Fixed Income, discusses why the market may be overreacting to the most recent labor marke…
1 year, 8 months ago
Reading the tea leaves concerning the Fed
Episode 48
In today's Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses our expectations around …
1 year, 8 months ago