
Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.
| Publishes | Weekly | Episodes | 135 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

The Federal Reserve's pivot under new leadership is reshaping the fixed income landscape, and investors need to be ready.
Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down what changed at the Fed's latest meeti... more
The Fed's dual mandate faces unique challenges as artificial intelligence (AI) adoption creates new uncertainty around employment and rate trajectory.
Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, examines how AI-d... more
Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets alone cannot fund the infrastructure buildout, forcing debt into utilities, private credit, and secur... more
Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment.
Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, unpacks how securitized sectors are na... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #206 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
The program centers on fast-moving fixed income and macro markets, with episode topics spanning AI-driven capital formation, mortgage-securitized markets, and the interplay between technology spending and corporate credit. Frequent threads include the funding dynamics behind AI infrastructure, how central bank policy and geopolitical risks shape yield curves and risk assets, and practical positioning guidance for institutional investors in a high-conviction fixed income environment. Noteworthy is the consistent emphasis on cross-asset transmission—how AI, private credit, and utilities influence debt markets and opportunities for yield, liquidity, and balance-sheet resilience. Overall, it likely appeals to professional investors who want con... more
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