Royal London's Greetham Expects Opportunities in EM Equities

The video discusses the impact of dollar strength on emerging markets, highlighting the challenges posed by debt denominated in dollars. It examines political appointments and their market implications, particularly in the context of the Trump administration. The global economic landscape is analyzed, noting slowing growth in China and Europe, rising interest rates, and a strengthening dollar. The US economy's resilience is contrasted with recession risks. The outlook for emerging markets is considered, with potential opportunities for investment as conditions evolve. The speaker shares investment strategies, emphasizing a cautious approach to emerging markets while being overweight in the US.

How does dollar strength affect emerging markets?

• It strengthens their currencies.

• It boosts their economic growth.

• It makes their debt more expensive.

• It has no impact on them.

What is a potential consequence of the current economic cycles?

• An immediate recovery in all markets.

• A closer approach to the next recession.

• A complete economic collapse.

• A permanent economic boom.

What is the current state of the US housing market according to the transcript?

• It is unpredictable.

• It is stagnant.

• It is very strong.

• It is declining rapidly.

What is the speaker's stance on investing in emerging markets?

• Invest heavily in individual countries.

• Overweight emerging markets.

• Underweight emerging markets.

• Avoid emerging markets entirely.

What is the speaker's current position on equities?

• Overweight equities.

• Underweight equities.

• Avoid equities entirely.

• Neutral on equities.