Marc Stacey, BlueBay 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.
Jul 21, 2025•27 min•Season 1Ep. 14
The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of our Global Equities Team, 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 innova...
Apr 04, 2025•28 min•Season 1Ep. 13
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.
Mar 03, 2025•20 min•Season 1Ep. 12
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 yea...
Jan 29, 2025•21 min•Season 1Ep. 11
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 favorable 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.
Nov 20, 2024•15 min•Season 1Ep. 10
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.
Jul 18, 2024•24 min•Season 1Ep. 9
Andrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager at RBC GAM, 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.
Jun 18, 2024•25 min•Season 1Ep. 8
Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company has been well received by the country’s presidential candidates.
May 29, 2024•22 min•Season 1Ep. 7
Kaspar Hense, BlueBay Senior Portfolio Manager of Investment Grade at RBC GAM, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.
Nov 20, 2023•12 min•Season 1Ep. 6
Laurence Bensafi, Portfolio Manager & Deputy Head of EM Equities at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the topics that are particularly pertinent for investors in emerging markets equities, the long-term themes driving the asset class, and the impact on the team’s top-down portfolio positioning.
Nov 08, 2023•16 min•Season 1Ep. 5
Adam Phillips, Managing Director and BlueBay Head of Developed Markets Special Situations at RBC GAM, delves into the unusual challenges corporates and consumers are facing. Adam also discusses the magnitude of defaults and where the opportunities may lie across multiple sectors and countries for special situations.
Sep 19, 2023•17 min•Season 1Ep. 4
Polina Kurdyavko discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supremacy, the difficulties of implementing ESG and emerging markets and so much more.
Jul 31, 2023•15 min•Season 1Ep. 3
Pierre-Henri de Monts de Savasse, BlueBay Senior PM of Convertible Bonds at RBC Global Asset Management, discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement.
Jul 21, 2023•22 min•Season 1Ep. 2
Mark Dowding, BlueBay CIO at RBC Global Asset Management, discusses what investors should be thinking about and looks at what is in store for investors for the 2nd half of 2023.
Jun 26, 2023•21 min•Season 1Ep. 1
