RBC Global Asset Management Webinar Series
The emerging markets opportunity: building the case for a new supercycle

RBC Global Asset Management: Ideas Happen Here
We are an active asset manager that empowers our partners with the knowledge they need to help shape their investment decisions.
June 15, 2026 • 2:00PM ET • 1 CE Credit
When AI disruption meets capital desperation in leveraged finance
AI is no longer just a technology equity story. It’s now a capital markets, debt financing, and infrastructure story—one that will reshape global economies on a scale not seen since the industrial revolution.
AI simultaneously affects demand for capital, sector winners/losers, public vs. private markets, and durability of corporate cash flows. In this webcast, we’ll examine these dynamics through the lens of leveraged finance (sub-investment grade) credit markets, specifically:
- The capital overflow problem: Why IG markets alone can't absorb AI-driven financing demand, and what that means for lev fin
- The disruption divide: Separating AI beneficiaries from companies facing structural obsolescence
- The financing inflection: How AI-related high yield and leveraged financing is reshaping risk/return profiles
- Where to look: Emerging opportunities and risks across sub-investment grade credit
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers

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.

Anne Greenwood
Institutional Portfolio Manager, U.S. Fixed Income
RBC Global Asset Management (U.S.) Inc.
Anne is an Institutional Portfolio Manager at RBC GAM-US, specializing in U.S. Fixed Income. In this role, she leads efforts to position the firm’s fixed income capabilities with investors and supports U.S. Distribution teams in engaging with clients, consultants, and prospects. Acting as a representative for the investment teams, Anne manages internal and external engagements and serves as the primary contact for strategy-related inquiries and initiatives. Before joining RBC GAM in 2025, Anne was an Investment Director at Wellington Management Company, focusing on Liability-Driven Investing and U.S. Investment Grade Credit. Prior to her tenure at Wellington, Anne held various positions at J.P. Morgan Asset Management (JPMAM) from 2010 to 2022. As Executive Director and Global Credit Investment Specialist, she managed JPMAM’s global credit client relationships. Anne holds an A.B. in Sociology from Princeton University. She is a CFA charterholder and holds FINRA Series 7 and 63 certifications.
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Available Webcasts
AI simultaneously affects demand for capital, sector winners/losers, public vs. private markets, and durability of corporate cash flows. In this webcast, we’ll examine these dynamics through the lens of leveraged finance (sub-investment grade) credit markets.
Today’s emerging market landscape presents a compelling opportunity for financial advisors navigating valuation disparities and geopolitical complexity. This webcast aims to equip advisors with actionable insights into emerging market investing – a disciplined approach to capturing long-term growth in undervalued securities across dynamic markets. Participants will deepen their understanding of valuation drivers and geopolitical risks, enabling them to construct informed emerging market allocations and confidently articulate the opportunity to investment committees and clients in evolving global conditions.
Today’s market environment poses many challenges for global investors as well established relationships unwind and a new economic and political order take hold. With fixed income markets nearly priced for perfection, today’s conversation delves into why that may (or may not) be a fair assessment of future expectations. From Fed policy and consumer and corporate balance sheet strength, to historically attractive yields with historically tight spreads, senior fixed income portfolio managers, Andrzej Skiba and Tim Leary, and institutional fixed income portfolio manager, Anne Greenwood, will share their views on US fixed income and the risks and opportunities they are seeing in markets today.
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Unlocking value in core and core plus bond strategies6 DownloadsFeatures
As fixed income markets navigate a complex landscape characterized by elevated yields, shifting valuations, and evolving investment structures, investors face important questions regarding the role and performance of core and core plus bond strategies.
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