Emerging Markets Will Surge in 2019 Against Developed Markets, Says Macquarie's Shvets

The video discusses the market outlook for 2019, highlighting the potential for emerging markets to outperform developed markets due to a weaker U.S. dollar. It emphasizes the long-term value of sovereign bonds as an investment, predicting low interest rates and a decreasing cost of capital. The video advises caution in the high yield market due to potential risks.

What is the speaker's prediction for the U.S. dollar in 2019?

• It will remain stable.

• It will strengthen before weakening.

• It will not change.

• It will weaken before strengthening.

Which markets are expected to perform better according to the speaker?

• All markets equally

• Least developed markets

• Emerging markets

• Developed markets

What is the speaker's view on sovereign bonds?

• They will only be good for the next 6 months.

• They are only good for developed markets.

• They are a risky investment.

• They are a strong investment for the foreseeable future.

What does the speaker think about the idea of returning interest rates to 3.5-4%?

• It is absolute nonsense.

• It will happen in the next year.

• It is already happening.

• It is a realistic expectation.

Which market does the speaker advise investors to avoid?

• High yield market

• Developed markets

• Emerging markets

• Sovereign bonds