U.S. Fixed Income Market Views Webinar 2026: Why it might be time to fix your float

Summary

Join us for an in-depth exploration of U.S. fixed income markets, where we’ll discuss key opportunities, risks, and the evolving macro environment as we approach 2026. With interest rates showing signs of moderation, it may be time for floating rate investors to consider “fixing their float”. Andrzej Skiba, Head of BlueBay U.S. Fixed Income, and Tim Leary, Senior Portfolio Manager, will discuss:

• Valuations, technicals and the fundamental backdrop for credit across the risk spectrum

• Macroeconomic factors influencing positioning in portfolios, including U.S. economic growth, inflation expectations, market liquidity, and sector specific opportunities

• Why fixed rate securities look more attractive than floating rate at this stage in the cycle

• Emerging credit risks in the direct lending and private credit space

Speakers

Andrzej Skiba, CFA

Managing Director, Head of U.S. Fixed Income, BlueBay Senior Portfolio Manager.

RBC Global Asset Management (U.S.) Inc.

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Andrzej is head of U.S. Fixed Income on the BlueBay Fixed Income team at RBC Global Asset Management (U.S.) Inc. and is based in the U.S. He assumed this role in 2013, when he moved to the U.S. from London to oversee the buildout of global investment grade capability. This followed a period from 2009, where he was a portfolio manager responsible for corporate investments within BlueBay’s Investment Grade strategies. Prior to joining the organization in 2005 as a credit analyst, Andrzej had worked for an investment bank as a credit analyst covering European investment grade issues in the telecom, media, and utility sectors. He started his career in the investment industry in 2001. Andrzej holds a Bachelor of Science (Honors) in Management and International Business Economics from the University of Manchester Institute of Science and Technology. He is also a CFA® charterholder.

Tim Leary

Managing Director, BlueBay Senior Portfolio Manager

RBC Global Asset Management (U.S.) Inc.

Tim is a BlueBay senior portfolio manager on the BlueBay Fixed Income team at RBC Global Asset Management (US) Inc., focused on U.S fixed income. In this role, he manages several global leveraged finance and ESG strategies. Timothy was promoted to his current position in 2021 after working as a portfolio manager for four years and was previously head of Trading, North America, since joining the firm in 2012. Prior to RBC GAM, Tim worked with two major investment banks in the high yield and distressed credit trading and leveraged loan trading domains. He started his career in the investment industry in 2005. Tim holds a BS in Business Administration with Finance concentration from Fordham University, U.S.

Overview

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