Advertise on podcast: RBC BlueBay Insights

Mike Reed, Head of Global Financial Institutions, is joined by Sid Chhabra, Head of Securitised Credit and CLO Management & European High Yield. Although one of the largest and most dynamic segments of the global fixed income markets, the asset class remains significantly underrepresented in many institutional investor portfolios. With a market size exceeding USD5 trillion – larger than the entire US high yield market – securitised credit deserves far greater attention than it typically receives. For investors seeking resilient returns, meaningful diversification, and exposure to a dynamic, liquid market aligned with current macro risks, understanding securitised credit is essential.

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Mike Bell, RBC BlueBay’s recently appointed Head of Market Strategy, where they discuss the evolving macroeconomic landscape. In a period when oil prices surged past $100, supply chain disruptions have mounted, and geopolitical tensions are reshaping global economics, there’s much to discuss. In this episode, they answer the questions investors are asking: what does deglobalisation mean for portfolio construction, how concentrated is too concentrated in mega-cap tech, and where can market participants find genuine diversification when traditional safe havens may not perform as expected.

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Marc Stacey, Investment Grade Senior Portfolio Manager. Amidst a backdrop of increased geopolitical risk, Middle East conflict driving oil prices higher, and Europe ramping up defence spending, the region’s banks are thriving. Mike and Marc discuss why the sector is showing resilience during the current uncertainty, why European banks are set to benefit from the AI hyperscaler buildout, and nuance behind the private credit headlines.

Ashley Wright and Tim van der Weyden Leveraged Finance Portfolio Managers, join Mike Reed, Head of Global Financial Institutions, to explain high yield bonds and leveraged loans. They discuss how the market has undergone a remarkable transformation in recent years, evolving from its reputation as a speculative ‘junk bond’ space into a sophisticated, well-regulated asset class offering compelling, risk-adjusted returns. Yet despite attractive yields, recent turmoil in private credit markets has renewed investor concerns about leverage and liquidity, and in this episode, they highlight how active management, strong capital markets relationships and rigorous downside protection are key to navigating the asset class.

How grid modernisation creates multi-year investment opportunities in Europe.

In our latest podcast Mike Reed, Head of Global Financial Institutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical risk in relation to recent events, the weakened dollar's positive impact on emerging market economies plus the opportunities and challenges for the asset class in the year ahead.

Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful year in global markets. From President Trump’s tariffs (and rollback of tariffs) to the ongoing AI boom, LDP leader Sanae Takaichi’s recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there’s a lot to discuss as we head into year-end.

Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.

Laurence 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 impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.

Marc Stacey, 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.

In this podcast episode, Freddie Fuller from the European and International Equities team, discusses the impact of recent geopolitical events and longer term trends on all things energy related with Rob West. He is the founder and CEO of Thunder Said Energy, a leading energy research consultancy. One of the foremost thinkers in his field, Rob has unique and informative insights on the momentous events affecting the energy transition. His company publishes research based on objective economic modelling, patents and technical papers, and advises some of the world's leading decision-makers across the energy, investment, and private equity industries.

Mark Shohet, Portfolio Manager for Securitised Credit and CLO management, and Mike Reed, Head of Global Financial Institutions, discuss CLO markets – an area of securitised credit that is currently seeing both continued and new interest from investors. Key highlights of the discussion are an introduction to CLO vehicles, the diversification benefits of investing across CLO tranches within the capital structure, and the evolution of CLOs since 2012.

The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, 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 innovative companies.

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.

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 year ahead.