Tim Leary, Senior Portfolio Manager on the BlueBay US Fixed Income team, puts it plainly: the market expected a tariff hammer and got a bulldozer.President Trump’s aggressive trade measures are shaking global markets, driving volatility in commodities, pressuring corporate margins, and prompting boardrooms to reassess guidance. But amid the noise, Tim highlights a resilient U.S. economy and a liquid, high-quality high yield market that’s presenting new opportunities for investors willing to adapt. The playbook from 2024 won’t work in 2025. It’s time for a new approach

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