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?