RBC BlueBay Insights

RBC BlueBay Asset Management
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RBC BlueBay experts discuss their views on the market today.

  1. FEB 11

    Dollars and Sense: Emerging Market Debt

    In our latest podcast Mike Reed, Head of Global Financial Institutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical risk in relation to recent events, the weakened dollar's positive impact on emerging market economies plus the opportunities and challenges for the asset class in the year ahead.

    20 min
  2. Unlocking markets: 2025 – tariffs, tech and U-turns

    11/21/2025

    Unlocking markets: 2025 – tariffs, tech and U-turns

    Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful year in global markets. From President Trump’s tariffs (and rollback of tariffs) to the ongoing AI boom, LDP leader Sanae Takaichi’s recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there’s a lot to discuss as we head into year-end.

    21 min
  3. Unlocking markets: is the sun shining after the storm?

    10/22/2025

    Unlocking markets: is the sun shining after the storm?

    Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.

    22 min
  4. Unlocking markets: a turning point for EM equities

    09/23/2025

    Unlocking markets: a turning point for EM equities

    Laurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.

    22 min
  5. Unlocking markets: following the fundamentals

    06/25/2025

    Unlocking markets: following the fundamentals

    Marc Stacey, Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundamentals perspective in recent years. They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team’s investment opportunities.

    28 min

  6. 04/30/2025

    Is this the end of net-zero? Europe, Trump, and Tariffs

    In this podcast episode, Freddie Fuller from the European and International Equities team, discusses the impact of recent geopolitical events and longer term trends on all things energy related with Rob West. He is the founder and CEO of Thunder Said Energy, a leading energy research consultancy. One of the foremost thinkers in his field, Rob has unique and informative insights on the momentous events affecting the energy transition. His company publishes research based on objective economic modelling, patents and technical papers, and advises some of the world's leading decision-makers across the energy, investment, and private equity industries.

    28 min
  7. Unlocking markets: the CLO 2.0 era

    04/14/2025

    Unlocking markets: the CLO 2.0 era

    Mark Shohet, Portfolio Manager for Securitised Credit and CLO management, and Mike Reed, Head of Global Financial Institutions, discuss CLO markets – an area of securitised credit that is currently seeing both continued and new interest from investors. Key highlights of the discussion are an introduction to CLO vehicles, the diversification benefits of investing across CLO tranches within the capital structure, and the evolution of CLOs since 2012.

    24 min
  8. Unlocking markets: the winners take all

    03/31/2025

    Unlocking markets: the winners take all

    The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.

    28 min
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Ratings & Reviews

5
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About

RBC BlueBay experts discuss their views on the market today.

Information

  • Creator
    RBC BlueBay Asset Management
  • Years Active
    2020 - 2026
  • Episodes
    136
  • Rating
    Clean
  • Copyright
    © 2026 RBC BlueBay Insights
  • Show Website
    RBC BlueBay Insights

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