<p>The tides are shifting between the U.S. and Europe. Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explores how Germany’s bold €500 billion infrastructure plan is reshaping European markets, while U.S. growth fears resurface, triggering a reversal in the “American exceptionalism” trade. Are we nearing a fixed income buying opportunity? </p>

The tides are shifting between the U.S. and Europe. Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explores how Germany’s bold €500 billion infrastructure plan is reshaping European markets, while U.S. growth fears resurface, triggering a reversal in the “American exceptionalism” trade. Are we nearing a fixed income buying opportunity?

Shifting dynamics between Europe and the US

Today’s markets move fast. To keep you up to speed each week, Andrzej Skiba, CFA, Head of BlueBay U.S. Fixed Income at RBC Global Asset Management, and members of his investment team will deliver forward looking market commentary and insights into what’s driving fixed income markets over the coming week.

Share Shifting dynamics between Europe and the US

Sign up to save your podcasts

Shifting dynamics between Europe and the US

Shifting dynamics between Europe and the US