<![CDATA[Unlocking Markets]]>60c64244-e9e3-5f5e-a9d9-329464eb75baThu, 25 Sep 2025 16:30:14 +0000Captivate.fmRBC Global Asset Management (U.S.) Inc.https://artwork.captivate.fm/b6ac91ff-2542-4f5b-92ec-3629b8c7e6a7/ZJJC2rn-i1IKWg0TpDeRamJd.jpgUnlocking MarketsRBC Global Asset Management (U.S.) Inc.RBC Global Asset Management (U.S.) Inc.An RBC podcast where we bring you experts across the team to provide opinions on the markets, global policy, macroeconomics, and how these feed into our investment decisions.https://unlocking-markets.captivate.fmfalseepisodicnopodcastA turning point for EM equitiesA turning point for EM equitiesLaurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.

]]>Laurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.

]]>0b441139-de8f-4e6a-b299-eb60b921f7ebThu, 25 Sep 2025 12:30:00 -040021:50falsefull1151151Following the fundamentalsFollowing the fundamentalsMarc Stacey, BlueBay Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundamentals perspective in recent years.

They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team’s investment opportunities.

]]>Marc Stacey, BlueBay Senior Portfolio Manager for Investment Grade, and Mike Reed, Head of Global Financial Institutions, discuss ongoing market uncertainty, the end of US exceptionalism and how European banks have been on a positive trajectory from a fundamentals perspective in recent years.

They also highlight how investment grade companies are likely to be impacted by the current environment and what this means for the team’s investment opportunities.

]]>1c276cd1-91f9-444a-b67b-498e6233f2adMon, 21 Jul 2025 06:00:00 -040027:23falsefull1141141The winners take allThe winners take allThe only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of our Global Equities Team, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.

]]>The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of our Global Equities Team, has a 30-year plus history investing across market cycles and knows how to weather a storm. He and Mike Reed, Head of Global Financial Institutions, discuss why businesses are feeling cautious at present, the end of the road for US exceptionalism, and how a polarised environment can create strong alpha-generating potential for innovative companies.

]]>2412a6cc-d206-49c3-82a2-a7c39c90aee2Fri, 04 Apr 2025 11:30:00 -040028:11falsefull1131131The rich tapestry of EM DebtThe rich tapestry of EM DebtAnthony Kettle, EM Debt Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how a ‘one size fits all’ approach doesn’t work for the emerging markets debt universe. Key talking points include the diverse mix of countries and sectors, why certain headwinds of the last few years could be turning into tailwinds, the more positive aspects of Trump’s agenda, and the need for a well-resourced team in order to deliver alpha when investing in EMD.

]]>Anthony Kettle, EM Debt Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss how a ‘one size fits all’ approach doesn’t work for the emerging markets debt universe. Key talking points include the diverse mix of countries and sectors, why certain headwinds of the last few years could be turning into tailwinds, the more positive aspects of Trump’s agenda, and the need for a well-resourced team in order to deliver alpha when investing in EMD.

]]>c188f5a1-90ae-4f01-8151-713a059ddb31Mon, 03 Mar 2025 07:00:00 -040020:10falsefull1121121Why investors should care about EMWhy investors should care about EMPhil Langham, Senior Portfolio Manager and Head of our EM Equities Team and Mike Reed, Head of Global Financial Institutions, discuss emerging markets – an asset class that calls for a skilled active manager with the ability to navigate both the opportunities and pitfalls.

Key discussion points include the turning point of EM underperformance, the potential implications of Trump’s White House comeback, why Saudi Arabia is an interesting top-down story, and domestic sectors of interest in the year ahead.

]]>Phil Langham, Senior Portfolio Manager and Head of our EM Equities Team and Mike Reed, Head of Global Financial Institutions, discuss emerging markets – an asset class that calls for a skilled active manager with the ability to navigate both the opportunities and pitfalls.

Key discussion points include the turning point of EM underperformance, the potential implications of Trump’s White House comeback, why Saudi Arabia is an interesting top-down story, and domestic sectors of interest in the year ahead.

]]>deb1979a-4abe-4d33-88cf-12ec4e381e75Wed, 29 Jan 2025 09:00:00 -040021:04falsefull1111111The hunt for high yieldThe hunt for high yieldSid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favorable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the role of private credit in the asset class.

]]>Sid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favorable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the role of private credit in the asset class.

]]>6ef49f22-6d8b-4872-8427-5ce0e9c3d1d7Wed, 20 Nov 2024 09:00:00 -040015:12falsefull1101101Looking beyond the financialsLooking beyond the financialsHabib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.

]]>Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which create contingent assets.

]]>eec04f11-6ed1-45a5-b768-d13c6ce30579Thu, 18 Jul 2024 07:00:00 -040024:15falsefull19191Higher-for-longer in a high stakes yearHigher-for-longer in a high stakes yearAndrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump to the White House.

]]>Andrzej Skiba, Head of US Fixed Income and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the robustness of the US economy, whether strong bond yields are likely to maintain momentum, corporate balance sheets and, of course, the potential return of Trump to the White House.

]]>a08fdbfc-0f23-4bf7-a754-926a04676554Tue, 18 Jun 2024 09:00:00 -040024:55falsefull18181Ever-changing dynamics in emerging marketsEver-changing dynamics in emerging marketsPolina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company has been well received by the country’s presidential candidates.

]]>Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss recent drivers of returns, the impact of geopolitical events and – in a year of global elections – how the team’s proposed solution for the debt sustainability of Mexico’s largest state-owned oil company has been well received by the country’s presidential candidates.

]]>bb11ee8d-c18c-415b-8059-d1606a481c36Wed, 29 May 2024 08:00:00 -040021:32falsefull17171High-grade bond heaven?High-grade bond heaven?Kaspar Hense, BlueBay Senior Portfolio Manager of Investment Grade at RBC GAM, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.

]]>Kaspar Hense, BlueBay Senior Portfolio Manager of Investment Grade at RBC GAM, and Mike Reed, Head of Global Financial Institutions, consider the big-picture themes they believe all those involved in high-grade bonds should consider, and discuss how the differing dynamics across the asset class can help drive returns.

]]>42493c82-00fd-4ce5-9ded-ffbe6ba0fe89Mon, 20 Nov 2023 09:00:00 -040011:54falsefull16161An ever-evolving EM landscapeAn ever-evolving EM landscapeLaurence Bensafi, Portfolio Manager & Deputy Head of EM Equities at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the topics that are particularly pertinent for investors in emerging markets equities, the long-term themes driving the asset class, and the impact on the team’s top-down portfolio positioning.

]]>Laurence Bensafi, Portfolio Manager & Deputy Head of EM Equities at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the topics that are particularly pertinent for investors in emerging markets equities, the long-term themes driving the asset class, and the impact on the team’s top-down portfolio positioning.

]]>64edd06a-7822-4f53-ae3a-5d867c43ca74Wed, 08 Nov 2023 15:00:00 -040016:22falsefull15151Going where the stress isGoing where the stress isAdam Phillips, Managing Director and BlueBay Head of Developed Markets Special Situations at RBC GAM, delves into the unusual challenges corporates and consumers are facing. Adam also discusses the magnitude of defaults and where the opportunities may lie across multiple sectors and countries for special situations.

]]>Adam Phillips, Managing Director and BlueBay Head of Developed Markets Special Situations at RBC GAM, delves into the unusual challenges corporates and consumers are facing. Adam also discusses the magnitude of defaults and where the opportunities may lie across multiple sectors and countries for special situations.

]]>cc92fcd5-58b6-44e1-8ad5-ec641028f7a9Tue, 19 Sep 2023 09:00:00 -040016:52falsefull14141The emerging market reshuffleThe emerging market reshufflePolina Kurdyavko discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supremacy, the difficulties of implementing ESG and emerging markets and so much more.

]]>Polina Kurdyavko discusses emerging markets outperformance against developed market peers, geopolitics, the dollar supremacy, the difficulties of implementing ESG and emerging markets and so much more.

]]>ec8d965e-7ffd-4c49-bcd6-5e436276d78eMon, 31 Jul 2023 09:00:00 -040014:59falsefull13131The role of convertibles in uncertain timesThe role of convertibles in uncertain timesPierre-Henri de Monts de Savasse, BlueBay Senior PM of Convertible Bonds at RBC Global Asset Management, discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement.

]]>Pierre-Henri de Monts de Savasse, BlueBay Senior PM of Convertible Bonds at RBC Global Asset Management, discusses why he thinks convertibles has a role to play in that risk mitigation and diversification movement.

]]>e7753738-126e-4fd3-8950-4a7effe9f7a3Fri, 21 Jul 2023 09:00:00 -040022:04falsefull12121A mild recession, surprisingly low volatility and real opportunities in fixed incomeA mild recession, surprisingly low volatility and real opportunities in fixed incomeMark Dowding, BlueBay CIO at RBC Global Asset Management, discusses what investors should be thinking about and looks at what is in store for investors for the 2nd half of 2023.

]]>Mark Dowding, BlueBay CIO at RBC Global Asset Management, discusses what investors should be thinking about and looks at what is in store for investors for the 2nd half of 2023.

]]>9235a36e-728f-45fc-bb88-43f77b92770bMon, 26 Jun 2023 09:00:00 -040020:33falsefull11111