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 teacher's outlook on emerging markets compared to developed markets in 2019?

What does the teacher suggest about the U.S. dollar's strength in the future?

According to the teacher, what is the expected performance of sovereign bonds in the coming years?

What is the teacher's opinion on the idea of returning interest rates of 3.5% to 4%?

What area does the teacher recommend people to stay away from in the next three to six months?