Emerging Markets Remain the 'Future of Growth,' Says GAM's Howard

The video discusses the value of investing in emerging market telecoms, influenced by the Federal Reserve and market consolidation. Despite current pressures from a rising dollar and trade wars, emerging markets are seen as the future of growth. They are currently trading at a 30% discount compared to the MSCI World index, making it a potentially good time to increase investments if one has a long-term horizon. The video advises against market timing and suggests a buy-and-hold strategy for those interested in structural trends.

What are some of the current pressures on emerging markets?

• Technological advancements

• Decreasing population

• Rising dollar and trade wars

• Low interest rates

Why might emerging markets be considered a good investment opportunity now?

• They are trading at a discount compared to the global market

• They are trading at a premium

• They have a stable political environment

• They have low inflation rates

What is the suggested investment strategy for emerging markets according to the transcript?

• Day trading

• Avoid investing

• Buy and hold

• Short-term trading

What is the expected market condition for emerging markets over the next 12 months?

• Decline in value

• Rapid growth

• Bumpy and volatile

• Stable and predictable

What is the risk of trying to time the market in emerging markets?

• Lower liquidity

• Higher taxes

• Increased transaction costs

• Missing out on long-term growth