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Podcast: Investor anticipation

David Riley joins us on the BlueBay Insights podcast to discuss market volatility, the European recovery fund and the outlook for UK assets.

We asked David:

  1. There has recently been a pick-up in market volatility. What are investors reacting to?

  2. You mentioned the Franco-German proposal for the European recovery fund. Can you tell us a more about its significance?

  3. Staying in Europe, Brexit appears to be moving back onto investors’ radar. What is our current assessment and the outlook for UK assets?