David Riley, Chief Investment Strategist at BlueBay Asset Management joins us on the BlueBay Insights podcast to give an update on the latest quarterly GDP figures from Europe and the US.
We asked David:
1. A theme that has emerged in markets is the weakness of the US dollar. Are we entering a dollar bear market?
2. You mentioned the rise in the gold price and worries about central banks debasing currencies with money printing. What are the implications for fixed income investors?
3. Our discussion is highlighting just how important the Fed is for markets. What is your takeaway from the latest Fed meeting?
4. The second quarter US GDP figures have just been released – what did you learn?
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