Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.
All content for RBC BlueBay Insights is the property of RBC BlueBay Asset Management and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.
Is this the end of net-zero? Europe, Trump, and Tariffs
RBC BlueBay Insights
28 minutes
6 months ago
Is this the end of net-zero? Europe, Trump, and Tariffs
In this podcast episode, Freddie Fuller from the European and International Equities team, discusses the impact of recent geopolitical events and longer term trends on all things energy related with Rob West. He is the founder and CEO of Thunder Said Energy, a leading energy research consultancy. One of the foremost thinkers in his field, Rob has unique and informative insights on the momentous events affecting the energy transition. His company publishes research based on objective economic ...
RBC BlueBay Insights
Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of US Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US credit markets as we head into 2026. Other discussion points include the drivers of returns over the coming year, the changed dynamics of risks in the US energy industry, and the recent pickup in M&A activity.
