Unlocking markets: the winners take all

About this episode

Habib Subjally and Mike Reed discuss the current market changes and the cautious sentiment among businesses.

The only constant at the moment is change, with tariffs and trade noise dominating the headlines on a daily basis. Habib Subjally, Head of Global Equities, 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 c...

People in this episode

Guests: Habib Subjally, Mike Reed

Topics covered

• market changes
• investing strategies
• US exceptionalism
• alpha generation
• business caution

Keywords

• markets
• tariffs
• trade
• investing
• alpha
• US exceptionalism
• business caution

Mentioned in this episode

Organizations: RBC BlueBay Asset Management, US

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