Unlocking Markets
de RBC Global Asset Management (U.S.) Inc.
Último episodio
A turning point for EM equities
A turning point for EM equities
Sobre este podcast
An RBC podcast where we bring you experts across the team to provide opinions on the markets, global policy, macroeconomics, and how these feed into our investment decisions.
Episodios
- A turning point for EM equities · 22 min · Temporada 1 Episodio 15Laurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the…
- Following the fundamentals · 27 min · Temporada 1 Episodio 14Marc Stacey, BlueBay Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US…
- The winners take all · 28 min · Temporada 1 Episodio 13The 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…
- The rich tapestry of EM Debt · 20 min · Temporada 1 Episodio 12Anthony 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…
- Why investors should care about EM · 21 min · Temporada 1 Episodio 11Phil 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…
- The hunt for high yield · 15 min · Temporada 1 Episodio 10Sid 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…
- Looking beyond the financials · 24 min · Temporada 1 Episodio 9Habib 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…
- Higher-for-longer in a high stakes year · 25 min · Temporada 1 Episodio 8Andrzej 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…
- Ever-changing dynamics in emerging markets · 22 min · Temporada 1 Episodio 7Polina 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…
- High-grade bond heaven? · 12 min · Temporada 1 Episodio 6Kaspar 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…
- An ever-evolving EM landscape · 16 min · Temporada 1 Episodio 5Laurence 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…
- Going where the stress is · 17 min · Temporada 1 Episodio 4Adam 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…
- The emerging market reshuffle · 15 min · Temporada 1 Episodio 3Polina Kurdyavko discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supremacy, the difficulties of implementing ESG and emerging…
- The role of convertibles in uncertain times · 22 min · Temporada 1 Episodio 2Pierre-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…
- A mild recession, surprisingly low volatility and real opportunities in fixed income · 21 min · Temporada 1 Episodio 1Mark 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.
