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RBC BlueBay experts discuss their views on the market today.

  1. 1/07

    Dollars and Sense: Making dollars and talking sense….in markets and macro

    In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Mike Bell, RBC BlueBay’s recently appointed Head of Market Strategy, where they discuss the evolving macroeconomic landscape. In a period when oil prices surged past $100, supply chain disruptions have mounted, and geopolitical tensions are reshaping global economics, there’s much to discuss. In this episode, they answer the questions investors are asking: what does deglobalisation mean for portfolio construction, how concentrated is too concentrated in mega-cap tech, and where can market participants find genuine diversification when traditional safe havens may not perform as expected.

  2. 3/06

    Dollars and Sense: Making dollars and talking sense….in European investment grade banks

    In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Marc Stacey, Investment Grade Senior Portfolio Manager. Amidst a backdrop of increased geopolitical risk, Middle East conflict driving oil prices higher, and Europe ramping up defence spending, the region’s banks are thriving. Mike and Marc discuss why the sector is showing resilience during the current uncertainty, why European banks are set to benefit from the AI hyperscaler buildout, and nuance behind the private credit headlines.

  3. 8/05

    Dollars and Sense: Making dollars and talking sense….leveraged finance

    Ashley Wright and Tim van der Weyden Leveraged Finance Portfolio Managers, join Mike Reed, Head of Global Financial Institutions, to explain high yield bonds and leveraged loans. They discuss how the market has undergone a remarkable transformation in recent years, evolving from its reputation as a speculative ‘junk bond’ space into a sophisticated, well-regulated asset class offering compelling, risk-adjusted returns. Yet despite attractive yields, recent turmoil in private credit markets has renewed investor concerns about leverage and liquidity, and in this episode, they highlight how active management, strong capital markets relationships and rigorous downside protection are key to navigating the asset class.

  4. 8/04

    Europe’s grid revolution: modernisation in the era of war and AI

    How grid modernisation creates multi-year investment opportunities in Europe.

  5. 11/02

    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.

  6. 21/11/2025

    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.

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

  7. 22/10/2025

    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.

    Unlocking markets: is the sun shining after the storm?

  8. 23/09/2025

    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.

    Unlocking markets: a turning point for EM equities
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Sobre

RBC BlueBay experts discuss their views on the market today.

Informação

  • Autoria
    RBC BlueBay Asset Management
  • Anos em atividade
    2020 - 2026
  • Episódios
    140
  • Classificação
    Para todos
  • Copyright
    © 2026 RBC BlueBay Insights
  • Site do programa
    RBC BlueBay Insights