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Featured insights
Featured insights articles page
Treasury basis – A risky trade hiding in the Treasury market
The Weekly Fix with the BlueBay US Fixed Income TeamIn this episode of The Weekly Fix, Neil Sun, Portfolio Manager on the BlueBay US Fixed Income team, discusses “under the radar” risks which encircle the US Treasury market.
May 6, 2025
3 minutes, 24 seconds to watch
A Roadrunner moment
Global macro updatePassionate, insightful, contrarian at times and always a true thought-leader in his field, Mark Dowding, BlueBay CIO at RBC GAM, shares fresh fixed income insights every Friday. His musings on the week cover macro developments, bond market trends and his latest positioning thoughts, with the odd joke thrown in for good measure.
May 2, 2025
11 minutes to read
Economic Webcast - May 2025
InsightsJoin Chief Economist Eric Lascelles as he examines the ongoing challenges and opportunities in the global economic landscape, with a particular emphasis on trade policy developments and their implications for the Canadian economy.
May 2, 2025
35 minutes, 32 seconds to watch
Trade policy drives uncertainty
InsightsReflecting on the past month, Jeremy Richardson discusses how the ongoing debate over trade policy and tariffs continues to create uncertainty in equity markets.
May 2, 2025
4 minutes, 59 seconds to watch
BlueBay Emerging Market Debt Update
PM Perspectives: BlueBay EMD UpdateSenior Portfolio Manager Anthony Kettle's weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing insight on how financial, political, and economic developments in one region affect markets elsewhere. Here is his latest insight.
May 1, 2025
2 minutes to read
Recent insights
MacroMemo - April 30 - May 27, 2025
#MacroMemoRefining tariff thoughts / Pressure on the U.S. Fed and Chairman Powell / Fretting over U.S. yields / Real-time economic data / Lower oil prices / Canadian election 2025 Refining tariff thoughts • Pressure on the U.S. Fed and Chairman Powell • Fretting over U.S. yields • Real-time economic data says… • Lower oil prices • Canadian election 2025
The Navigator: forks in the forecast
InsightsIn this episode of The Navigator, Tim Leary, Senior Portfolio Manager, is joined by Frances Donald, Chief Economist with Royal Bank of Canada, to explore the uncertainty in markets, the myth of GDP, and why America doesn’t need jobs—it needs workers.
Navigating volatility in the wake of Trump's policy shocks
InsightsAlthough volatility has been trending lower, it would be dangerous to assume markets are now comfortable with White House plans and the communication of its program. Click to dive deeper.
Can US exceptionalism persist without fiscal spending?
InsightsMalin Rosengren, Investment Grade Portfolio Manager, discusses why a slowdown in US growth risks being exacerbated by limited fiscal space and steep yield curves.
How headlines are moving markets
InsightsReflecting on the past month, Jeremy Richardson discusses how different markets are reacting to newspaper headlines.