Episode
Between conflict and compromise: finding value amid Middle East volatility
- Podcast
- The Weekly Fix
- Published
- Apr 7, 2026
- Duration seconds
- 283
- Processing state
not_requested- Canonical source
- https://the-weekly-fix.captivate.fm
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Summary
Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create challenges across global economies. Andrzej Skiba, Head of U.S. Fixed Income on RBC GAM's BlueBay U.S. Fixed Income team, breaks down how geopolitical events are shaping bond strategies and why regional economic exposures differ significantly. Markets have recovered on hopes for diplomatic progress, though uncertainty around Iran negotiations remains given strategic considerations over key shipping routes. So far, U.S. economic exposure appears more limited due to energy independence, while Europe and Asia may face heightened recession risks from energy price pressures. Investment approach emphasizes high-quality U.S. bonds over riskier options, with selective credit criteria and protective strategies to manage current market conditions.