RBC BlueBay Insights

David Riley is joined by BlueBay’s EM Senior Sovereign Strategist Timothy Ash in this special podcast discussing the rapidly escalating Russia-Ukraine conflict.

David Riley shares his views on higher government bond yields, the ECB’s hawkish tilt, new US data points and the global bond market sell-off.

David Riley shares his views on volatility in equity markets, geo-political tensions, and the Fed meeting.

David Riley shares his views on Fed catch up and the move to higher yields.

David Riley updates us on the latest raft of central bank meetings: the Fed’s hawkish pivot, the end of the ECB’s pandemic emergency purchase programme and a rise in Bank of England interest rates.

Tom Moulds & Robert Lambert join the BlueBay Insights podcast to discuss the impact of inflation on the energy and utilities sectors. We ask: Tom, if you could start us off with a quick summary of the inflationary environment and how it’s impacting fixed income investors. Rob, your specialist focus is utilities. Could you give us an overview of how inflation is impacting the sector?  Which sub...

Tim Leary and Jeff Cramer join the BlueBay Insights podcast to discuss the impact of inflation on industrials and the power sector and how it’s influencing high yield and leveraged finance strategies. We ask: Tim, with interest rates rising, inflation is a hot topic for investors. Can you give us a quick summary on the inflation situation and what it means for high yield? Jeff, one of your special...

Chief Investment Strategist David Riley joins us to  discuss inflation as a dominant theme in global markets, and to answer the question, “Is there excessive exuberance in credit markets?”.

Tim Leary and Frank McCreary join the BlueBay Insights podcast to discuss the impact of inflation on the energy sector and how it’s influencing high yield and leveraged finance strategies. We ask: Tim, can you give us a quick summary on the inflation situation and what it means for high yield investors? Frank, you’re an energy specialist. How is inflation impacting the sector? Can you expand on th...

David Riley joins us on the BlueBay Insights podcast to share his views on short term volatility and interest rates.

David Riley joins us on the BlueBay Insights podcast to discuss his views on inflation .

Tim Leary joins us on the BlueBay Insights podcast to discuss how he engages with issuers to make better investment decisions and to drive ESG progress.  We asked Tim: Increasing levels of bondholder engagement have tracked the growth of ESG considerations when investing. How have you seen this play out in the industry? As a risk taker, how do you engage with bond issuers? Within the fixed income...

Alex Collins joins us on the BlueBay Insights podcast to discuss the main challenges of ESG in Emerging Markets. We asked Alex: How should we think about ESG in Emerging Markets? What should investors keep in mind when applying ESG methodologies? Can you summarise the main challenges of ESG in Emerging Markets?

David Riley joins us on the BlueBay Insights podcast to share his thoughts on recent global market volatility, the lack of market reaction to the Fed announcing the tapering of QE and power prices in Europe.

Lucy Byrne joins us on the BlueBay Insights podcast to discuss ESG engagement and how bondholders can have their say.  We asked Lucy:  What do investors mean when they talk about engagement? How can bondholders engage without voting? How does BlueBay use engagement methods to have a positive ESG impact? Can you share an example of collaborative engagement?

David Riley joins us on the BlueBay Insights podcast to discuss the Jackson Hole Economic Symposium and his thoughts on the macroeconomic implications of climate change.

Tim Leary joins us on the BlueBay Insights podcast to discuss how energy underweights and bondholder engagement impact high yield investing. We asked Tim: Can high yield ESG strategies continue to perform in a prolonged commodity rally? Does running a high yield ESG strategy mean you completely exclude oil producers? Other high yield ESG managers often run energy overweights, whereas you’re underw...

Senior Corporate analyst, Robert Lambert, joins us on the BlueBay Insights podcast to speak about ESG and water-related issues.

Polina Kurdyavko, Head of Emerging Markets, speaks with Institutional Portfolio Manager, Bashir Farukh on the current emerging markets outlook.

David Riley joins us on the BlueBay Insights podcast to discuss volatility in Chinese financial markets and the latest news from the Federal Reserve meeting.

Tim Leary joins us on the BlueBay Insights podcast to give a quick update on global high yield markets.  

David Riley joins us on the BlueBay Insights podcast to review the year so far and share his views on key themes for second half of 2021

James Macdonald joins us on the BlueBay Insights podcast to discuss the overlooked yield potential offered by national champion banks and his outlook for the sector. 

Senior ESG analyst, Lucy Byrne, joins us on the BlueBay Insights podcast to speak about the ESG Investment Update .

David Riley joins us on the BlueBay Insights podcast to discuss the market response to the US Federal Reserve meeting. In this episode David discusses his latest paper on inflation expectations.