Market Mix

The investment pouring into AI is staggering. But behind every data center, chip and megawatt of power lies a less-discussed question: where is the capital coming from, and where might the value actually sit?

In the inaugural episode of the Market Mix, Tim Leary is joined by three RBC GAM specialists: David Tron, Portfolio Manager, North American Equities, Paul Chan, Senior Corporate Credit Analyst, Investment Grade, and Jeff Jablons, Senior Analyst, Leveraged Finance Corporate Credit. Together they unpack the AI infrastructure buildout from two complementary angles: the tech stack — the physical infrastructure being built — and the capital stack — how all of it is being financed.

The Navigator is becoming the Market Mix. Host Tim Leary introduces RBC Global Asset Management's flagship podcast — broadening the lens beyond US fixed income to explore how public and private assets behave across the global economy.

Expect different topics, different asset classes, and different points of view on where capital is flowing, where it's coming from, where there's value, and where the value traps are hiding.

The "Mix" is the point.

Our first official episode drops September 30.

Mike Reed, Head of Global Financial Institutions, is joined by Sid Chhabra, Head of Securitized Credit, 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 $5 trillion – larger than the entire US high yield market – securitized 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 securitized credit is essential.

For this episode of The Navigator, we’re bringing you a conversation from Dollars and Sense, a podcast published by our colleagues at RBC BlueBay in London.

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, a weakened dollar and what it means for emerging market currencies, and the opportunities and challenges for the asset class in the year ahead.

For this episode of The Navigator podcast, we’re bringing you a conversation from Unlocking Markets, a podcast published by our colleagues at RBC BlueBay in London.

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 BlueBay U.S. 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.

For this episode of The Navigator podcast, we’re bringing you a conversation from Strategic Alternatives, a podcast published by our colleagues at RBC Capital Markets.

Frances Donald, RBC Chief Economist, joins Vito Sperduto, Head, RBC Capital Markets U.S., to examine five disruptors reshaping the U.S. economy, complicating forecasts, and influencing decisions across markets and policy.

Tim Leary, Senior Portfolio Manager at RBC GAM, is joined by Justin Sok, Principal Consultant at Rich Feuer Anderson, to breakdown the winners and losers of the bill, and explore the potential impact on markets, businesses, and taxpayers. They also delve into the political dynamics behind the bill and its broader implications for growth, deficits, and investor decision-making.

RBC’s Chief Economist Frances Donald joins Tim Leary to explore the uncertainty in markets, the myth of GDP, and why America doesn’t need jobs—it needs workers.

Listen in for a no-holds-barred look at the state of the economy and what might come next.

Tim Leary, Senior Portfolio Manager, sits down with Clay Lowery, Executive Vice President, Research and Policy at the Institute for International Finance, to discuss the results of the 2024 U.S. Presidential Election, which saw Republican nominee and former President Donald Trump secure his second term. They go in-depth on the policy implications of this outcome, what it means for financial markets and discuss the priorities of the Trump’s agenda.