BlueBay's Riley Shuns Pound, Gilts Amid Brexit Risk

The video discusses the challenges of investing in UK assets amid Brexit uncertainties, highlighting a preference for short positions on sterling and gilts. It examines the potential economic outcomes of Brexit, including rate hikes and general elections. Mark Carney's communication issues are noted, and future economic projections are analyzed, with skepticism about the necessity of rate hikes given the UK's economic conditions.

What is the speaker's opinion on the potential for rate hikes by the Bank of England?

What does the speaker suggest about the UK household sector's financial situation?