87 episodes

BlueBay experts discuss their views on the market today.

BlueBay Insights BlueBay Asset Management

    • Business
    • 5.0 • 2 Ratings

BlueBay experts discuss their views on the market today.

    Rising rates and resilient markets - David Riley

    Rising rates and resilient markets - David Riley

    David Riley shares his views on Fed catch up and the move to higher yields.

    • 11 min
    2021 ends with divergent central banks - David Riley

    2021 ends with divergent central banks - David Riley

    David Riley updates us on the latest raft of central bank meetings: the Fed’s hawkish pivot, the end of the ECB’s pandemic emergency purchase programme and a rise in Bank of England interest rates.

    • 14 min
    INFLATION SPECIAL 3 – How’s it impacting the utilities sector?

    INFLATION SPECIAL 3 – How’s it impacting the utilities sector?

    Tom Moulds & Robert Lambert join the BlueBay Insights podcast to discuss the impact of inflation on the energy and utilities sectors.

    We ask:
    Tom, if you could start us off with a quick summary of the inflationary environment and how it’s impacting fixed income investors.Rob, your specialist focus is utilities. Could you give us an overview of how inflation is impacting the sector? Which sub-sectors are seeing the most or least pricing pressure?Are we likely to see any beneficiaries of rising inflation and high energy prices?Alongside inflationary pressures, have ESG considerations had any pricing impacts across the utilities sector?When do you expect inflation to subside within the sector?Tom, how are the dynamics within the utilities sector influencing your current portfolio positioning?

    • 7 min
    INFLATION SPECIAL 2 – How’s it impacting the industrials sector?

    INFLATION SPECIAL 2 – How’s it impacting the industrials sector?

    Tim Leary and Jeff Cramer join the BlueBay Insights podcast to discuss the impact of inflation on industrials and the power sector and how it’s influencing high yield and leveraged finance strategies.

    We ask:
    Tim, with interest rates rising, inflation is a hot topic for investors. Can you give us a quick summary on the inflation situation and what it means for high yield?Jeff, one of your specialist focus areas is industrials. Could you give us an overview of how inflation is affecting the sector?What’s causing that inflation specifically?Have ESG considerations had any pricing impacts across the power sector, in addition to inflation pressures?When do you expect inflation to subside within the industrial or utilities sectors?To close, let’s consider positioning. Tim, how are the dynamics within the utilities sector influencing your current portfolio positioning?

    • 6 min
    Inflation, real yields, and credit - David Riley

    Inflation, real yields, and credit - David Riley

    Chief Investment Strategist David Riley joins us to  discuss inflation as a dominant theme in global markets, and to answer the question, “Is there excessive exuberance in credit markets?”.

    • 13 min
    INFLATION SPECIAL 1 – How’s it impacting the energy sector?

    INFLATION SPECIAL 1 – How’s it impacting the energy sector?

    Tim Leary and Frank McCreary join the BlueBay Insights podcast to discuss the impact of inflation on the energy sector and how it’s influencing high yield and leveraged finance strategies.

    We ask:
    Tim, can you give us a quick summary on the inflation situation and what it means for high yield investors?Frank, you’re an energy specialist. How is inflation impacting the sector?Can you expand on this – how exactly is the oil & gas sector pushing up inflation?What are some of the reasons for the dramatic rise in commodity prices?How exactly have weather patterns impacted energy prices?How have ESG considerations effected the price of energy?How do you expect the energy landscape to change over the next five years?Tim, how are the dynamics within the energy sector influencing your current portfolio positioning?

    • 7 min

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