David Riley joins us on the BlueBay Insights podcast.

We asked David:

1. Joe Biden was inaugurated this week as the 46th President of the United States. What’s your take on his first actions in office and the market implications?
2. Talking of politics, there has been a lot going on in Europe over the last couple of weeks. Can you give a brief update?
3. What were the key takeaways from the latest ECB meeting?
4. What else are you watching right now David?

Zhenbo Hou joins us on the BlueBay Insights podcast to share his thoughts on how a change in US leadership could impact China.

We asked Zhenbo:

1. Emerging markets rallied as we learnt of the Democratic victory back in November, but what’s the state of play now – how has Trump left relations with China as we head into Biden’s inauguration and how are markets reacting?
2. The Biden administration is expected to bring the return of multilateralism – do you see this manifesting through greater cooperation with China on global issues, or perhaps the US and Europe working together to constrain China’s growing its global dominance?
3. How has your outlook on China shifted as a result of the changing US leadership?
4. How are you expecting Xi and Biden to work together on environmental issues, particularly climate change?

David Riley joins us on the BlueBay Insights podcast to share his outlook on 2021.

We asked David:

1. This is our first podcast of 2021 and it has been an extraordinary start to the year…
2. With the Democrats winning the Georgia Senate races, what are the implications for US policy and investors?
3. Regarding the rise in inflation expectations – is inflation something investors should worry about?
4. We saw a strong rally in December in risk markets yet the virus and lockdowns continue to spread. Is there a disconnect between the market and the real world?

David Riley joins us on the BlueBay Insights podcast to update us on the latest economic data and shares highlights from his 2021 outlook.

We asked David:

1. There has been a huge amount of economic data and policy news over the last few weeks. What are the takeaways?
2. You recently published your investment outlook for 2021. What are the key highlights?
3. Are you concerned that our investment outlook is consensual?

David Riley joins us on the BlueBay Insights podcast to discuss vaccine news, a credit wind-down in the US and the implications of the Biden administration.

We asked David:

1. Markets seem to be caught between good news on vaccines and bad news on the virus and growth.
2. US Treasury Secretary Mnuchin has told the Fed to wind-down its credit facilities. What are the implications for the US credit market?
3. President Trump has finally said that transition to the incoming Biden administration should go ahead. What is your view on what a Biden administration will look like?
4. The UK Chancellor announced his spending review. What were the takeaways?

David Riley joins us on the BlueBay Insights podcast to discuss the impact of positive vaccine news on markets.

We asked David:

1. The excitement of the US elections was followed by positive news on a COVID vaccine. Is the vaccine news a game-changer for markets?
   
   
2. With the rally in risk markets post the US election and now with the vaccine news, can it continue and what are the broad asset implications?
   
   
3. You mention bumps in the road – where could they come from?

David Riley joins us on the BlueBay Insights podcast to share initial thoughts on the US election, fiscal stimulus in Europe and a market rally.

We asked David:

1. Where do we stand right now in terms of the US presidential election?
2. Is there a chance of a contested election?
3. You have previously highlighted the importance of which party controls the Senate. What happened in the Senate race?
4. Why did markets rally through yesterday despite the uncertainty around the US elections?
5. What do you think are the market implications of a Biden presidency and split Congress?
6. Finally to Europe: the second wave of the virus in Europe has taken off and governments have announced tighter social distancing restrictions, what is the fiscal response?

David Riley joins us on the BlueBay Insights podcast to share his thoughts on the outlook for China, and the latest on the US election and Brexit.

We asked David:

1. There is a pick-up in coronavirus cases across Europe. What are the economic and market implications?
2. This week is another Brexit deadline. What is the current state of play in EU – UK negotiations and outlook for the UK?
3. Turning from UK to the world’s second biggest economy, what is the outlook for China?
4. You mention the US elections and last week you published a note on the market implications. What are the key takeaways?
5. What are your expectations for the third quarter corporate earnings?

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

We asked Polina:

1. How are Emerging Markets reacting to next month’s US election?
2. We’ve recently seen an emerging-market corporate borrower issue debt with an ESG focus – do you think this will be a growing trend?
3. The economic situation in Argentina appears to present a precarious outlook – can you share you view?

David Riley joins us on the BlueBay Insights podcast to update us on the market implications of the US elections.

We asked David:

1. Why have financial markets been choppy and without direction of late?
2. We had the first US presidential debate this week. What is the current state of play in the US elections?
3. What are the market implications of the US elections?