David riley discusses the current state of the global economy and the actions of key central banks.

Tim Leary joins the BlueBay Insights podcast to give a 5min update on global high yield markets. We asked Tim: Have high yield spreads sold off by enough?Would you say high yield is in a better place now versus 2008?Why has there been so little issuance year to date?What’s the technical landscape like in US & European HY?What’s liquidity like in the market?How are you positioning as we shift into summer?

Recent geopolitical events have served as a catalyst for the globalised world to move towards a more regionalised approach to energy supply and policy. This is likely to have a broader impact on the overall sustainability movement and decarbonisation trends across Europe. However, regional changes still have global implications, and we need to consider both existing and potential policies if current sustainability commitments will be achieved, along with a sustainable future. In our latest...

David Riley discusses Crypto volatility and implications for the wider market.

David Riley reflects on the past month’s risk markets, the outlook for China and the US Federal Reserve, near-term concerns about the risks to growth, and the shifting narratives on growth and inflation.

As bonds are selling off while risk assets continue to rise, David Riley discusses the disconnect between the bond and equity markets and the relevance of the yield-curve for investors.

David Riley discusses the macro implications of the Ukraine-Russia crisis, how financial markets and central banks are reacting, and the Fed’s first interest rate hike since December 2018.

Tim Leary joins the BlueBay Insights podcast to give a 5min update on global high yield markets. We asked Tim: It’s been volatile start to the year – how much has come from interest rate moves and how much is risk-premium driven?Can you take us through the performance of leveraged loans relative to high yield bonds so far this year – are you seeing any mispricing opportunities here? With defaults picking up, are there any safe havens in high yield?Now we’re well into Q1, have you seen any...

Mark Shohet joins the BlueBay Insights podcast to share his expertise on CLOs and the current market opportunity. We asked Mark: What is a CLO?How do the debt tranches work in practice?What differentiates a CLO from other securitised products?How big is the CLO market and what are the issuance expectations for this year?What’s performance been like so far in 2022?Are CLOs looking attractive in the current market environment?How are the fundamentals?What do you see as the biggest risk for the...

David Riley is joined by BlueBay’s EM Senior Sovereign Strategist Timothy Ash to discuss the macroeconomic implications of the Russia/Ukraine conflict.

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-sectors are seeing the most or least pricing pressure?Are we likely to see any beneficiaries of...

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 specialist focus areas is industrials. Could you give us an overview of how inflation is affecting the...

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 this – how exactly is the oil & gas sector pushing up inflation?What are some of the reasons for...

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 universe, are there nuances across the different credit asset classes that shape how you engage or...

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?