Unlocking markets: following the fundamentals

About this episode

Marc Stacey and Mike Reed discuss market uncertainty and the positive trajectory of European banks from a fundamentals perspective.

Marc Stacey, 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.

People in this episode

Guests: Marc Stacey, Mike Reed

Topics covered

• market uncertainty
• investment grade
• European banks
• US exceptionalism
• investment opportunities

Keywords

• market uncertainty
• investment grade
• European banks
• US exceptionalism
• investment opportunities

Mentioned in this episode

Organizations: RBC BlueBay Asset Management

Places: US, Europe

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