Latin American, Russian Stocks Favored, Jefferies' Darby Says

The video discusses the uncertainty in global markets, particularly in 2019, highlighting the impact of Brexit and risk aversion trends. It explores the concept of global economic decoupling and its effects on equity markets. The discussion shifts to emerging markets, identifying investment opportunities in regions like Latin America, Russia, and China. The video concludes by examining stocks influenced by trade deals and global trade dynamics, emphasizing the potential for recovery in certain sectors.

What was a major theme in global markets during 2019?

• Increased investment in technology

• Switch in risk aversion

• Rise in commodity prices

• Decline in global trade

Which asset classes are considered under-owned according to the speaker?

• US large caps and Asian bonds

• Emerging markets and European small caps

• Japanese equities and US bonds

• Commodities and real estate

Which region's markets have been disowned due to perceptions of lagging economies?

• Latin America

• North America

• Southeast Asia

• Eastern Europe

Which companies are mentioned as having potential upside due to global trade exposure?

• Apple and Microsoft

• VTech, Samsonite, Li, and Fung

• Toyota and Honda

• Amazon and Alibaba

What is a potential benefit for stocks with exposure to global trade?

• Stronger US dollar

• Increased tariffs

• Higher interest rates

• Tariff removals and reduced risk perceptions