RBC BlueBay Insights - Details, episodes & analysis

Podcast details

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RBC BlueBay Insights

RBC BlueBay Asset Management

Business

News

Business

Frequency: 1 episode/15d. Total Eps: 131

RBC BlueBay experts discuss their views on the market today.

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Apple

Data updated on 04/07/2026

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Apple Podcasts

🇬🇧 Great Britain - Investing
04/05/2025
#96

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https://www.bluebay.com/en/insights/thinking-out-loud-inflation-is-dead-long-live-inflation/
1 share
https://www.bluebay.com/globalassets/documents/bluebay_esg_investment_update_june-2021.pdf
1 share

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RSS feed quality

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Score global : 43%

Publication history

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

Wednesday, April 30, 2025 • Duration 28:10

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.

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Unlocking markets: the CLO 2.0 era

Monday, April 14, 2025 • Duration 24:16

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.

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Unlocking markets: the winners take all

Monday, March 31, 2025 • Duration 28:10

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 and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.

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Unlocking markets: the rich tapestry of EM Debt

Monday, February 24, 2025 • Duration 20:10

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 countries and sectors, why certain headwinds of the last few years could be turning into tailwinds, the more positive aspects of Trump’s agenda, and the need for a well-resourced team in order to deliver alpha when investing in EMD.

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Unlocking markets: why investors should care about EM

Tuesday, January 21, 2025 • Duration 21:23

Phil Langham, Senior Portfolio Manager and Head of our EM Equities Team and Mike Reed, Head of Global Financial Institutions, discuss emerging markets – an asset class that calls for a skilled active manager with the ability to navigate both the opportunities and pitfalls. Key discussion points include the turning point of EM underperformance, the potential implications of Trump’s White House comeback, why Saudi Arabia is an interesting top-down story, and domestic sectors of interest in the year ahead.

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Responsible investing: a landscape of bright spots and shadows

Wednesday, December 11, 2024 • Duration 18:12

As Head of RBC GAM’s Responsible Investment team, Melanie Adams is well placed to speak on the ESG and responsible investing landscape, both in North American and Europe. In our new podcast episode, she and Freddie Fuller compare regulations across geographies, the political backdrop and ESG backlash in the US, and what the current environment means for both companies and asset managers.

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Unlocking markets: investing in a world of change

Tuesday, December 3, 2024 • Duration 18:05

Mark Dowding, BlueBay CIO, and Mike Reed, Head of Global Financial Institutions, discuss what Trump 2.0 could mean for the US economy and markets, the challenges facing Europe, and the geopolitical landscape. With politics and policy continuing to create market volatility, Mark also emphasises the importance of skilled active management to generate alpha.

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Unlocking markets: the hunt for high yield

Friday, November 15, 2024 • Duration 15:35

Sid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favourable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the role of private credit in the asset class.

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Unlocking markets: looking beyond the financials

Monday, July 15, 2024 • Duration 24:13

Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.

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Unlocking markets: Higher-for-longer in a high stakes year

Tuesday, June 18, 2024 • Duration 24:54

Andrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump to the White House.

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RBC BlueBay Insights - Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

RBC BlueBay Insights - Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other2