Expect More Alpha Opportunities in EM in Next 9 Months, Says DWS’s Taylor

The transcript discusses recent trends in global markets, focusing on emerging markets and their performance relative to developed markets. It highlights the impact of rate expectations, trade deals, and policy news from China. The discussion also covers the performance of emerging markets compared to the S&P 500, noting a recent underperformance and analyst caution. Observations on investment patterns reveal a focus on passive money and selective opportunities. The transcript concludes with an analysis of the US dollar's performance and growth expectations, emphasizing the role of central banks and market reversals.

What has been a key driver of the recent rally in emerging markets?

• Increased oil prices

• Change in rate expectations

• Decline in technology stocks

• Rising inflation rates

Why are some analysts cautious about investing in emerging markets?

• Decreasing commodity prices

• Lack of government support

• High inflation rates

• Crowded trades

What is expected to characterize the investment landscape in the next nine months?

• Rapid economic growth

• Increased volatility

• More selective opportunities

• Complete market stability

What was a surprising characteristic of the U.S. dollar at the start of the year?

• Complete stability

• High volatility

• Unexpected resilience

• Rapid decline

What is the anticipated trend for the U.S. dollar next year?

• Sudden collapse

• Gradual decline

• Continued flatness

• Significant appreciation