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?

David Riley joins us on the BlueBay Insights podcast to discuss the Jackson Hole Economic Symposium and his thoughts on the macroeconomic implications of climate change.

Tim Leary joins us on the BlueBay Insights podcast to discuss how energy underweights and bondholder engagement impact high yield investing.

We asked Tim:

1. Can high yield ESG strategies continue to perform in a prolonged commodity rally?
2. Does running a high yield ESG strategy mean you completely exclude oil producers?
3. Other high yield ESG managers often run energy overweights, whereas you’re underweight the sector – can you talk us through this positioning?
4. Bondholder engagement is gaining momentum within the industry – what gives high yield investors a slightly more powerful voice in this space compared to say, investment grade creditors?
5. Can you share with us a recent example of engagement action and any positive outcomes?

Senior Corporate analyst, Robert Lambert, joins us on the BlueBay Insights podcast to speak about ESG and water-related issues.

Polina Kurdyavko, Head of Emerging Markets, speaks with Institutional Portfolio Manager, Bashir Farukh on the current emerging markets outlook.