David Riley joins us on the BlueBay Insights podcast to share his thoughts on the market implications of relaxing lockdowns.

We asked David:

1. What is your current thinking on easing of restrictions and the resulting market consequences?
2. A feature of credit markets, especially in investment grade, is a surge in bond supply. Why and what are the implications?
3. You mentioned that central banks will have to keep interest rates at very low levels because of the extra debt created by the crisis. DO you think the Fed will follow the ECB and Bank of Japan by taking overnight rates into negative territory?
4. The big news event last week was the German Constitutional Court ruling against some aspects of the ECB’s asset purchase programmes. Is this a significant development?

Polina Kurdyavko joins us on the BlueBay Insights podcast to share her perspectives on Emerging Markets.

We asked Polina:

1. Are there any price dislocations from an Emerging Market Debt perspective that have surprised you?
   
   
2. Over the last few weeks we have seen plenty of new issuance from Emerging Market Sovereigns. Do you expect corporates to follow in the coming weeks?
   
   
3. How do you expect the recent deterioration of China’s political relationship with the West to affect the economic and market outlook?
   
   
4. Generally, markets have been expecting a deflationary bias because of the coronavirus shock. Any chance that markets might be surprised on inflation?
   
   
5. How would you summarise where the key opportunities and risks today lie within the various segments of Emerging Market Debt?

David Riley joins us on the BlueBay Insights podcast to recap news from the central banks.

We asked David:

1. What are the key takeaways from recent Central Bank meetings?
2. Should investors be worried by inflation?
3. Are rising government debt levels a cause for concern?

Andrzej Skiba joins us on the BlueBay Insights podcast to recap recent market events and share his views on credit.

We asked Andrzej:

1. What were the highlights and lowlights in April?
2. What drove the three-week performance run and why did it end?
3. Were the latest central bank actions positive?
4. What are the differences between the US and Europe in terms of issuance?
5. How are energy companies coping in the US?
6. How are you positioning to account for rising defaults?
7. What’s your current outlook?

Chief Investment Officer Mark Dowding provides his views on the last two weeks, black swan events, what hasn’t changed and where we go from here.

We asked Mark:

1. What’s changed in the last two weeks (since your last podcast)?
2. Looking at the rest of the Q2, what do you think we will see? And more long term?

David Riley joins us on the BlueBay Insights podcast to discuss his new paper on the path to recovery as well as share his thoughts on oil prices and EU fiscal unity.

We asked David:

1. What happened to the price of oil this week and what is the impact?
2. What were some of the takeaways from your new note on the path to recovery?
3. Could the EU unravel without a more united fiscal stance?

David Riley joins us on the BlueBay Insights podcast to explain the significance of the recent Fed measures.

We asked David: 

1. What is the significance of the Fed measures?
2. Will the rally in risk assets continue? 
3. What do you think the path of the economic recovery will be? 
4. What is the outlook for emerging markets?

Chief Investment Officer, Mark Dowding, speaks about recent market volatility and what he is focusing on now, as an investor.

We asked Mark:

1. What are your overall thoughts about market events in the last three weeks?
2. With market dislocation comes opportunities – are you seeing any green shoots?
3. What is most important to you for the next few days?

Ken Yoshida joins us on the BlueBay Insights podcast to discuss market volatility and liquidity. 

We asked Ken: 

1. How is the Japan office coping with new working patterns?
   
   
2. How are Japanese clients responding to the current market volatility?

Chief Operating Officer, Luc Leclercq joins us on the BlueBay Insights podcast to speak about his main areas of focus during these unprecedented times. 

1. What are your main areas of focus?
2. How will the impact of the last few weeks change our industry going forward?