RBC BlueBay Insights

Hosted by RBC BlueBay Asset Management

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Episodes

139

Latest episode

Jun 2026

Language

EN-US

About the show

RBC BlueBay experts discuss their views on the market today.

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60 recent

June 3, 202618 min

Dollars and Sense: Making dollars and talking sense….in European investment grade banks

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Marc Stacey, Investment Grade Senior Portfolio Manager. Amidst a backdrop of increased geopolitical risk, Middle East conflict driving oil prices higher, and Europe ramping up defence spending, the region’s banks are thriving. Mike and Marc discuss why the sector is showing resilience during the current uncertainty, why European banks are set to benefit from the AI hyperscaler buildout, and nuance behind the private credit headlines.

May 8, 202622 min

Dollars and Sense: Making dollars and talking sense….leveraged finance

Ashley Wright and Tim van der Weyden Leveraged Finance Portfolio Managers, join Mike Reed, Head of Global Financial Institutions, to explain high yield bonds and leveraged loans. They discuss how the market has undergone a remarkable transformation in recent years, evolving from its reputation as a speculative ‘junk bond’ space into a sophisticated, well-regulated asset class offering compelling, risk-adjusted returns. Yet despite attractive yields, recent turmoil in private credit markets has renewed investor concerns about leverage and liquidity, and in this episode, they highlight how active management, strong capital markets relationships and rigorous downside protection are key to navigating the asset class.

April 8, 202617 min

Europe’s grid revolution: modernisation in the era of war and AI

How grid modernisation creates multi-year investment opportunities in Europe.

February 11, 202620 min

Dollars and Sense: Emerging Market Debt

In our latest podcast Mike Reed, Head of Global Financial Institutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical risk in relation to recent events, the weakened dollar's positive impact on emerging market economies plus the opportunities and challenges for the asset class in the year ahead.

November 21, 202520 min

Unlocking markets: 2025 – tariffs, tech and U-turns

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 Sanae Takaichi’s recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there’s a lot to discuss as we head into year-end.

October 22, 202522 min

Unlocking markets: is the sun shining after the storm?

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 outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.

September 23, 202521 min

Unlocking markets: a turning point for EM equities

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 compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.

June 25, 202527 min

Unlocking markets: following the fundamentals

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 fundamentals perspective in recent years. They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team’s investment opportunities.

April 30, 202528 min

Is this the end of net-zero? Europe, Trump, and Tariffs

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 Energy, a leading energy research consultancy. One of the foremost thinkers in his field, Rob has unique and informative insights on the momentous events affecting the energy transition. His company publishes research based on objective economic modelling, patents and technical papers, and advises some of the world's leading decision-makers across the energy, investment, and private equity industries.

April 14, 202524 min

Unlocking markets: the CLO 2.0 era

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 investors. Key highlights of the discussion are an introduction to CLO vehicles, the diversification benefits of investing across CLO tranches within the capital structure, and the evolution of CLOs since 2012.