Эпизоды
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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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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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Пропущенные эпизоды?
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Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager, 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 have been well received by the country’s presidential candidates.
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My-Linh Ngo, Senior Director and Impact-Aligned Strategist, Tom Moulds, Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how ESG is increasingly considered in the investment process, market fragmentation in terms of regulation, ESG within fixed income portfolios, and bondholder influence and engagement.
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Japan’s fortunes look set to change, with its stock market currently reaching all-time highs. Our European and Asian equity team members discuss the role that corporate governance reforms are playing in this improving investor sentiment.
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Maia Becker is joined by Rob Lambert to discuss developments in the clean energy sector and its key challenges ahead.
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Mike Reed is discussing investment grade with Marc Stacey, senior portfolio manager focusing on non-sovereign debt and specialising in financial institutions. The focus is on what's in store for credit spreads, the outlook for corporate issuance, and getting the lowdown on the financial sector.
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Kaspar Hense, BlueBay Senior Portfolio Manager, Investment Grade, 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.
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Laurence Bensafi discusses areas of long-term secular growth driving emerging markets and the impact on portfolio positioning.
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We discuss metals and mining, a controversial sector when it comes to sustainability, but also one which is undergoing transformative change.
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Adam Phillips, Managing Director and BlueBay head of developed markets special situations, delves into the unusual challenges corporates and consumers face. Adam also discusses the magnitude of potential defaults and where the opportunities may lie across multiple sectors and countries for special situations.
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Polina Kurdyavko delves into a number of emerging market current topics discussing why emerging markets are outperforming developed markets, geopolitics and the difficulties of implementing ESG in EM.
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It’s clear that Europe and Asia need to work together to reach net zero. In our latest podcast, members from each team discuss sustainability topics that resonate around the globe.
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Investors are worried about the uncertainty around recession, monetary policy and inflation. And in the face of uncertainty, investors are looking for ways to protect their portfolios. Pierre-Henri de Monts de Savasse discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement. He also touches on why there is so much focus on convertibles at the moment covering ESG, AI and the outlook for the next 12 months.
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Mike Reed, Head of Global Financial Institutions, talks to Mark Dowding, BlueBay CIO, RBC Bluebay Asset Management, about a range of topics that we believe all investors should be thinking about right now. From the risk of a credit crunch and recession in the US to the likelihood of further rate hikes in Europe, plus the impact of global markets if or when Japan ends yield curve control. They also discuss the state of investing in the UK and finally, take a look at what it is in store for investors in the second half of 2023.
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David Riley discusses his big picture macro and market views for 2023.
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How companies approach net-zero is beginning to spark more of a debate in investing circles. In the latest episode of our sustainability podcast, Freddie Fuller and Lukas Harrison look at voluntary carbon offsetting and some of the key issues surrounding this increasingly utilised phenomenon.
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Polina Kurdyavko explains distinctions between different categories of “Emerging Markets” and the challenges faced by so called “Frontier markets”.
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David Riley discusses US inflation, earnings season expectations, the UK economy and Chinese politics.
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David Riley discusses the extraordinary crisis of credibility in UK policies, and future implications for the UK economy.
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