David Riley joins us on the BlueBay Insights podcast to discuss volatility in Chinese financial markets and the latest news from the Federal Reserve meeting.

Tim Leary joins us on the BlueBay Insights podcast to give a quick update on global high yield markets.  

David Riley joins us on the BlueBay Insights podcast to review the year so far and share his views on key themes for second half of 2021

James Macdonald joins us on the BlueBay Insights podcast to discuss the overlooked yield potential offered by national champion banks and his outlook for the sector. 

Senior ESG analyst, Lucy Byrne, joins us on the BlueBay Insights podcast to speak about the ESG Investment Update.

David Riley joins us on the BlueBay Insights podcast to discuss the market response to the US Federal Reserve meeting.

In this episode David discusses his latest paper on inflation expectations.

David Riley joins us on the BlueBay Insights podcast to share his thoughts on the investment implications for higher inflation

In this episode we ask David about his views on inflation over the coming months. David also discusses the market implications of volatility in cryptocurrencies.

Tim Leary joins us on the BlueBay Insights podcast to discuss how ESG factors do (and don’t) impact high yield investing.

We asked Tim:

1. Can you really be a high performer and limit your investible universe?
2. How do you mitigate the tracking error associated with ESG exclusions, namely fossil fuels?
3. Is there an appropriate high yield benchmark for ESG investors who are focused on climate risks?
4. In general, how does portfolio turnover in a HY ESG strategy compare to a conventional fund?
5. What’s your approach to managing downside?
6. Are there any complications associated with ESG strategies that general high yield approaches don’t face?
7. In terms of engagement, we typically think of this as being something more for equity holders. As a bond holder, what are the ways you engage with issuers?
8. What kind of responses are you getting from the companies you speak to in the high yield universe?
9. Sustainability-linked bonds are growing in popularity and we’ve seen some issuance in the high yield sector – do you think this is the beginning of a trend?

David Riley joins us on the BlueBay Insights podcast to share his thoughts on President Biden’s first 100 days in office from an investor perspective.

We asked David:

1. What is your assessment of US President Biden’s first 100 days in office from an investor perspective?
2. Will President Biden’s spending and tax plans get passed and what are the broader implications?
3. Could Europe could follow the US in a more Keynesian approach to fiscal policy?
4. US economic data continues to be impressive but there was a big downside miss on jobs in April.

David Riley joins us on the BlueBay Insights podcast to discuss credit markets and the policy monetary policy meetings.

We asked David:

1. Global equities have posted new highs and US Treasury yields have fallen. Are we back in a ‘goldilocks’ environment for markets?
2. How would you characterise the state of credit markets?
3. With valuations quite high by historic standards, how much more value is there left in credit?
4. You mentioned emerging market credit as lagging developed market credit in the first months of this year. Is there contagion risk from the distress of the Chinese company Huarong that is currently in the headlines?
5. The ECB’s latest monetary policy meeting just concluded. What are your takeaways?
6. The Fed meets next week. Are you expecting any fireworks?
7. Any other recent developments you think are worth highlighting?