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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, 9 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, 9 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, 9 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, 10 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, 10 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, 10 months ago
Positioning ourselves for where we are going, not where we’ve been
Episode 47
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, tunes out the political noise and focuses on the future of the market in t…
1 year, 10 months ago
Senseless attack caps an eventful week
Episode 46
In this episode of The Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses what the rec…
1 year, 10 months ago
Where are we now versus where we expected to be
Episode 45
In this episode of The Weekly Fix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses the current …
1 year, 11 months ago
Strong demand and limited new supply help boost the leveraged loan market
Episode 44
In this episode of The Weekly Fix, Ajeet Atwal, Portfolio Manager on the BlueBay U.S. Fixed Income Team, examines the supply and demand factors that …
1 year, 11 months ago