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:
- Markets seem to be caught between good news on vaccines and bad news on the virus and growth.
- US Treasury Secretary Mnuchin has told the Fed to wind-down its credit facilities. What are the implications for the US credit market?
- 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?
- The UK Chancellor announced his spending review. What were the takeaways?