A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great...
Welcome to another edition of the InsuranceAUM.com podcast. I'm Stewart Foley, I'll be your host. Today's topic is Emerging Market Fixed Income, and we're joined today by Poli...
Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior PM at RBC Global Asset Management, discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supre...
Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team, highlights the anticipation around the Consumer Price Index (CPI) release and its impact on the market; noting that disappoin...
Markets have been talking about the upcoming US recession for more than a year. As of yet, a recession has not arrived. But with an outlook of either higher rates or a recession, and valuations in no-...
Everybody's talking about ESG these days and this podcast is no different. What is different is our guest. Our guest is from Robeco. Robeco has been a leading asset manager in the field of sust...