Following the fundamentals
Jul 21, 2025•27 min•Season 1Ep. 14
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Episode description
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.
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