David Riley joins us on the BlueBay Insights podcast to share his thoughts on the latest macroeconomic data and key themes for the second half of 2020.
We asked David:
- What can investors take from the latest round of macroeconomic data?
- As we are in the middle of June, what do you think are the key themes for investors in the second half of the year?
- You mentioned Brexit and as you forecasted, the Bank of England announced an increase in its bond buying. What is the outlook for UK assets in your view?