Join us for the latest episode of Behind The Screens, as Square Mile’s Investment Research Analyst, Gui Pampolin, is joined by My-Linh Ngo, Senior Director & Impact-Aligned Strategist and Harrison Hill, Co-Portfolio Manager of the BlueBay Impact-Aligned Bond Fund, which is rated a Responsible Positive Prospect and 3D Gold Impact strategy in our Academy of Funds.

Together they discuss the fund’s mission to deliver positive environmental and social impact through investment-grade corporate bonds. The conversation explores the fund’s process and philosophy, the fund’s thematic approach across seven sustainability pillars, and how it navigates credit selection amid market volatility. My-Linh and Harrison also share insights on emerging market opportunities, and what differentiates their strategy in an increasingly competitive landscape.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:00 What's one of the most significant shifts you've witnessed in how the financial world perceives and acts on sustainability? 
• 03:02 How would you explain the difference between a fund integrating ESG and a fund committed to generating positive impact? And why would you do that via fixed income securities rather than equities? 
• 07:30 What is the BlueBay Impact-Aligned Bond fund aiming to achieve for its investors and how would you articulate its process and philosophy? 
• 08:50 Do you think that your seven sustainability themes bring any compositional bias to a portfolio or are they broad enough that you can access multiple sub-sectors as well without having any potential issues?
• 09:56 When picking credits for this strategy specifically, what do you think of the risk of higher input costs that are potentially coming from tariffs and are there any sectors that you are cautious on due to the impact of tariffs?
• 16:35 What do you think sets your fund apart considering the increase of solution providers and ESG bonds in the market?
• 21:34 There has been some dislocation of spreads between Europe and the US, are there any signs of normalisation? 
• 23:13 Beyond the markets, what's a skill you're currently trying to master or something you're passionate about outside of work? 

This podcast was recorded in August 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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