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RBC BlueBay Insights

RBC BlueBay Asset Management

RBC BlueBay experts discuss their views on the market today.

PublishesMonthlyEpisodes135Founded6 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Latest Episodes

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 San... more

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 outloo... more

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... more

Marc Stacey, Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundam... more

In this podcast episode, Freddie Fuller from the European and International Equities team, discusses the impact of recent geopolitical events and longer term trends on all things energy related with Rob West. He is the founder and CEO of Thunder Said... more

Mark Shohet, Portfolio Manager for Securitised Credit and CLO management, and Mike Reed, Head of Global Financial Institutions, discuss CLO markets – an area of securitised credit that is currently seeing both continued and new interest from investor... more

The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, has a 30-year plus history investing across market cycles and knows how to weather a storm. He... more

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 coun... more

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1. At Any Rate
2. Nomura – The Week Ahead
3. Unhedged
4. The Markets
5. Thoughts on the Market

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RBC BlueBay Insights launched 6 years ago and published 135 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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