Unlocking markets: 2025 – tariffs, tech and U-turns

About this episode

Mark Dowding and Mike Reed discuss significant events in global markets as they approach year-end.

Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful year in global markets. From President Trump’s tariffs (and rollback of tariffs) to the ongoing AI boom, LDP leader Sanae Takaichi’s recent historic prime ministerial win in Japan, and high-profile bankruptcies in the US autos sector, there’s a lot to discuss as we head into year-end.

People in this episode

Host: Mark Dowding

Guest: Mike Reed

Topics covered

• global markets
• tariffs
• AI
• politics
• bankruptcies

Keywords

• tariffs
• AI boom
• Japan
• bankruptcies
• global markets

Mentioned in this episode

Organizations: BlueBay, RBC BlueBay Asset Management

Places: Japan

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