Tom Moulds & Robert Lambert join the BlueBay Insights podcast to discuss the impact of inflation on the energy and utilities sectors.

We ask:

1. Tom, if you could start us off with a quick summary of the inflationary environment and how it’s impacting fixed income investors.
2. Rob, your specialist focus is utilities. Could you give us an overview of how inflation is impacting the sector? 
3. Which sub-sectors are seeing the most or least pricing pressure?
4. Are we likely to see any beneficiaries of rising inflation and high energy prices?
5. Alongside inflationary pressures, have ESG considerations had any pricing impacts across the utilities sector?
6. When do you expect inflation to subside within the sector?
7. Tom, how are the dynamics within the utilities sector influencing your current portfolio positioning?

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:

1. 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?
2. Jeff, one of your specialist focus areas is industrials. Could you give us an overview of how inflation is affecting the sector?
3. What’s causing that inflation specifically?
4. Have ESG considerations had any pricing impacts across the power sector, in addition to inflation pressures?
5. When do you expect inflation to subside within the industrial or utilities sectors?
6. To close, let’s consider positioning. Tim, how are the dynamics within the utilities sector influencing your current portfolio positioning?

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:

1. Tim, can you give us a quick summary on the inflation situation and what it means for high yield investors?
2. Frank, you’re an energy specialist. How is inflation impacting the sector?
3. Can you expand on this – how exactly is the oil & gas sector pushing up inflation?
4. What are some of the reasons for the dramatic rise in commodity prices?
5. How exactly have weather patterns impacted energy prices?
6. How have ESG considerations effected the price of energy?
7. How do you expect the energy landscape to change over the next five years?
8. Tim, how are the dynamics within the energy sector influencing your current portfolio positioning?

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:

1. Increasing levels of bondholder engagement have tracked the growth of ESG considerations when investing. How have you seen this play out in the industry?
2. As a risk taker, how do you engage with bond issuers?
3. Within the fixed income universe, are there nuances across the different credit asset classes that shape how you engage or what influence you can have?
4. Could you give us an example of some recent engagement activity you’ve undertaken?

Alex Collins joins us on the BlueBay Insights podcast to discuss the main challenges of ESG in Emerging Markets.

We asked Alex:

1. How should we think about ESG in Emerging Markets?
2. What should investors keep in mind when applying ESG methodologies?
3. 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: 

1. What do investors mean when they talk about engagement?
2. How can bondholders engage without voting?
3. How does BlueBay use engagement methods to have a positive ESG impact?
4. Can you share an example of collaborative engagement?