RBC BlueBay Insights

Jul 15 2024 123 ep. 12 mins 15

RBC BlueBay Insights Podcast artwork

RBC BlueBay experts discuss their views on the market today.

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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.

Transition to Clean Energy

Feb 20 2024 10 mins

Maia Becker is joined by Rob Lambert to discuss developments in the clean energy sector and its key challenges ahead.

Unlocking Markets: the renewed interest in investment grade

Jan 31 2024 20 mins

Mike Reed is discussing investment grade with Marc Stacey, senior portfolio manager focusing on non-sovereign debt and specialising in financial institutions. The focus is on what's in store for credit spreads, the outlook for corporate issuance, and getting the lowdown on the financial sector.

Unlocking markets: high-grade bond heaven?

Nov 15 2023 12 mins

Kaspar Hense, BlueBay Senior Portfolio Manager, Investment Grade, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.

Unlocking markets: an ever-evolving EM landscape

Nov 06 2023 16 mins

Laurence Bensafi discusses areas of long-term secular growth driving emerging markets and the impact on portfolio positioning.

Metals and mining: a sustainability paradox?

Oct 01 2023 21 mins

We discuss metals and mining, a controversial sector when it comes to sustainability, but also one which is undergoing transformative change.