RBC BlueBay Insights

Feb 24 2025 128 ep. 13 mins 16

RBC BlueBay Insights Podcast artwork

RBC BlueBay experts discuss their views on the market today.

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Unlocking markets: the rich tapestry of EM Debt

Feb 24 2025 20 mins

Anthony Kettle, EM Debt Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how a ‘one size fits all’ approach doesn’t work for the emerging markets debt universe. Key talking points include the diverse mix of countries and sectors, why certain headwinds of the last few years could be turning into tailwinds, the more positive aspects of Tru

Unlocking markets: why investors should care about EM

Jan 21 2025 21 mins

Phil Langham, Senior Portfolio Manager and Head of our EM Equities Team and Mike Reed, Head of Global Financial Institutions, discuss emerging markets – an asset class that calls for a skilled active manager with the ability to navigate both the opportunities and pitfalls. Key discussion points include the turning point of EM underperformance, the potential implications of Trump�

Responsible investing: a landscape of bright spots and shadows

Dec 11 2024 18 mins

As Head of RBC GAM’s Responsible Investment team, Melanie Adams is well placed to speak on the ESG and responsible investing landscape, both in North American and Europe. In our new podcast episode, she and Freddie Fuller compare regulations across geographies, the political backdrop and ESG backlash in the US, and what the current environment means for both companies and asset m

Unlocking markets: investing in a world of change

Dec 03 2024 18 mins

Mark Dowding, BlueBay CIO, and Mike Reed, Head of Global Financial Institutions, discuss what Trump 2.0 could mean for the US economy and markets, the challenges facing Europe, and the geopolitical landscape. With politics and policy continuing to create market volatility, Mark also emphasises the importance of skilled active management to generate alpha.

Unlocking markets: the hunt for high yield

Nov 15 2024 15 mins

Sid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favourable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the role of private credit in the asset class.

Unlocking markets: looking beyond the financials

Jul 15 2024 24 mins

Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.

Unlocking markets: Higher-for-longer in a high stakes year

Jun 18 2024 24 mins

Andrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump to the White House.

Unlocking markets: ever-changing dynamics in emerging markets

May 21 2024 21 mins

Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company have been well received by th

Unlocking markets: exploring the ESG landscape in fixed income investing

Mar 28 2024 28 mins

My-Linh Ngo, Senior Director and Impact-Aligned Strategist, Tom Moulds, Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how ESG is increasingly considered in the investment process, market fragmentation in terms of regulation, ESG within fixed income portfolios, and bondholder influence and engagement.

Japan: a new dawn?

Mar 19 2024 15 mins

Japan’s fortunes look set to change, with its stock market currently reaching all-time highs. Our European and Asian equity team members discuss the role that corporate governance reforms are playing in this improving investor sentiment.