David Riley

Chief Investment Strategist at BlueBay Asset Management
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  • If I was sitting in Beijing, I would be pretty worried. I think we are going to get potentially more tariffs imposed on China coming at the end of the month, or early September.

    27 July 2018
  • There is potential for a bit of a short squeeze and a pain trade in dollars and we want to protect ourselves from that. It makes more sense in some of our multi-asset credit portfolios to hedge some of that exposure we have via EM.

    2 May 2018
  • The market has priced the Fed for this year. I think we either need to see a shift in Fed guidance or a more meaningful pick-up in inflation for yields to react.

    2 May 2018
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