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Deadlines come and go... - David Riley
David Riley joins us on the BlueBay Insights podcast to share his thoughts on the outlook for China, and the latest on the US election and Brexit.
We asked David:
- There is a pick-up in coronavirus cases across Europe. What are the economic and market implications?
- This week is another Brexit deadline. What is the current state of play in EU – UK negotiations and outlook for the UK?
- Turning from UK to the world’s second biggest economy, what is the outlook for China?
- You mention the US elections and last week you published a note on the market implications. What are the key takeaways?
- What are your expectations for the third quarter corporate earnings?
Next Episode
V is for Vaccine - David Riley
David Riley joins us on the BlueBay Insights podcast to discuss the impact of positive vaccine news on markets.
We asked David:
- The excitement of the US elections was followed by positive news on a COVID vaccine. Is the vaccine news a game-changer for markets?
- With the rally in risk markets post the US election and now with the vaccine news, can it continue and what are the broad asset implications?
- You mention bumps in the road – where could they come from?
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