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Podcast: A V shaped recovery or a long haul?

David Riley joins us on the BlueBay Insights podcast to talk about the latest jobs data from the US and the likelihood of a V shaped recovery.

We asked David:

  1. There has been a lot of focus on the recent upturn in the number of COVID infections in the US. Are investors right to be concerned or are these worries exaggerated?

  2. What are the implications for the US economy and recovery?

  3. You have stressed the importance of the jobs market for the recovery. Can you explain why it is so key to your view on the shape of the recovery?

  4. What does the latest jobs data for the US tell us?