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Podcast: Key themes for the second half of the year

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:

  1. What can investors take from the latest round of macroeconomic data?

  2. 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?

  3. 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?