The Navigator

Nov 25 2024 11 ep. 21 mins 2
The Navigator Podcast artwork

An RBC Global Asset Management podcast series featuring conversations with thought leaders and decision makers about themes affecting the US Fixed Income markets and institutional investment community, presented through direct experiences, stories and anecdotes from the BlueBay U.S. Fixed Income team.

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DOGE days ahead? What Trump’s return means to investors

Nov 25 2024 39 mins  
Tim Leary, Senior Portfolio Manager, sits down with Clay Lowery, Executive Vice President, Research and Policy at the Institute for International Finance, to discuss the results of the 2024 U.S. Presidential Election, which saw Republican nominee and former President Donald Trump secure his second term. They go in-depth on the policy implications of this outcome, what it means

U.S. Elections: A View from Inside the Beltway

Sep 30 2024 46 mins  
In this special episode of The Navigator, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, and Clay Lowery, Executive Vice President, Research and Policy at the Institute for International Finance, discuss the mood in Washington, DC leading up to the election on November 5th. They go into detail on the potential outcomes and the policy impacts of what

Not your father's LevFin market: the evolution of high yield bonds, loans and private credit

Jul 10 2024 19 mins  
Not too long ago, high-yield bonds were commonly called "junk" bonds. But the asset class has matured, and it’s no longer your father’s leveraged finance market says Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team. Tim joins Jason Pasquinelli, Head of Client Solutions at RBC GAM, on this episode of The Navigator to discuss the evolution of high yield b

The current state of the commercial real estate market

Apr 01 2024 26 mins  
SummaryIn the aftermath of the pandemic and the troubles faced by several regional banks last year, investors are on edge concerning unexpected losses on property loans, as well as a major step-up in provisioning in the commercial real estate (CRE) book for New York Community Bank (NYCB).   In this episode of The Navigator podcast, Andrzej Skiba and John Guarnera discuss

Aligning Assets for Racial Equity Goals — An Impact Investment Case Study with ServiceNow

Nov 05 2023 36 mins  
On this episode of The Navigator, Brian Fairhurst, Managing Director, Institutional Sales at RBC GAM, is joined by Tim Muindi, Treasurer of ServiceNow, who shares how ServiceNow is pursuing their goal of building sustainable wealth, funding small business creation, and driving community revitalization in Black communities through impact investing. The conversation that ensues can b

A primer on impact investing – origins, perceptions and outlook ft. Ron Homer & Mindy Frye

Jun 07 2023 15 mins  
On this episode, we sit down with Chief Strategist, Impact Investing, Ron Homer, as he reexamines the history of impact investing over the past 25 years, paying particular attention to important events that have shaped the investment category into what it is today. Ron also provides his input as to what he sees as the opportunities and challenges for impact investors.

Volatility creates opportunity ft. Bethany Jessen & Andrzej Skiba

Apr 13 2023 22 mins  
Investors are always concerned with market volatility and this year is no exception. On this episode of The Navigator, Bethany Jessen, Client Portfolio Manager, talks with Andrzej Skiba, Head of BlueBay US Fixed Income, about his view on the issues plaguing the banking system, his expectation for interest rates and inflation, and how uncertainty can lead to opportunity.

Consistent results through inconsistent times

Nov 20 2022 8 mins  
BlueBay Senior Portfolio Manager, Tim Leary, reflects on the performance of high yield fixed income over the past 5 years and why he believes the asset class will continue to perform well in 2023 and beyond.

US High Yield: Fed Up with Inflation

Jul 27 2022 8 mins  
BlueBay Senior Portfolio Manager, Tim Leary, breaks down the recent Federal Open Market Committee meeting and its effect on fixed income markets.

Quantitative tightening (QT) era begins

Jun 15 2022 9 mins  
Head of BlueBay U.S. Fixed Income, Andrzej Skiba, breaks down the recent Federal Reserve Open Market Committee meeting and its effect on fixed income markets.