A global selloff, a weaker dollar, and rising inflation fears. President Trump’s April 2nd tariff announcement has triggered one of the most volatile market weeks in recent memory. Laurie Mount explains how the sweeping trade policy shift is shaping investor behavior and why short-duration and cash strategies are in high demand.

As tariff speculation peaks ahead of President Trump’s announcement on Liberation Day, market volatility continues to rise. Matthew Maggio dives into how tariff uncertainty, inflation fears, and shifting consumer sentiment are affecting credit markets—especially in sectors like autos and building products.

Tariff talk continues to rattle markets. And with declining sentiment, cautious retail spending, and the Fed’s inflation concerns mounting, the U.S. economy is showing signs of a slowdown.

Mindy Gudmundson, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the economic uncertainty created by the Trump administration’s tariff threats—and what it means for markets, consumer behavior, and Fed policy.

Asset-Backed Securities (ABS) have evolved far beyond their origins in auto loans and credit cards—now spanning from music royalties to fiber networks. How can investors use this market to manage risk while maintaining yield?

Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, explains why ABS remains a defensive favorite, offering built-in structural protections, shorter duration, and yields that compete with riskier assets

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?

Spreads are tight, inflows are steady, and private markets continue to evolve. Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, explores why U.S. High Yield and Investment Grade bonds have delivered solid returns early in 2025, despite slight spread widening.

A wave of federal workforce cuts and looming trade policy uncertainty are keeping investors on edge. Mindy Gudmundson, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down what these policy shifts mean for economic growth, inflation, and credit markets.

Despite macro headlines dominating investor sentiment, fund flows into Investment Grade credit have quietly gained momentum in early 2025. Neil Sun, Portfolio Manager on the BlueBay U.S. Fixed Income team, explores how overseas investors and mutual funds are driving demand—even as yield-focused buyers step back.

What’s next for Fannie Mae and Freddie Mac? Eric Hathaway, Portfolio Manager on the BlueBay U.S. Fixed Income team, breaks down the evolving discussion on GSE reform and examines the two potential paths forward—an exit from conservatorship or full privatization—and what each could mean for agency mortgages.

The first weeks of 2025 have been anything but calm. Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down the market-moving themes, from trade policy uncertainty under the new Trump administration to AI-related volatility in tech stocks.