Dollars and Sense: Making dollars and talking sense….in markets and macro

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Mike Bell, RBC BlueBay’s recently appointed Head of Market Strategy, where they discuss the evolving macroeconomic landscape. In a period when oil prices surged past $100, supply chain disruptions have mounted, and geopolitical tensions are reshaping global economics, there’s much to discuss. In this episode, they answer the questions investors are asking: what does deglobalisation mean for portfolio construction, how concentrated is too concentrated in mega-cap tech, and where can market participants find genuine diversification when traditional safe havens may not perform as expected.