Staying in Develop Markets Is 'Safer Bet,' Axioma Says

The video discusses the end of the growth cycle in developed and emerging markets, highlighting risks due to trade wars and politics. It explains the upside-down risk-return tradeoff and the impact of geopolitics on market volatility. The concept of a 'risk deficit' is introduced, showing low risk in the US and high risk in China. Investment strategies are suggested, emphasizing stress testing and focusing on developed markets for safer returns.

How has the trade war affected investor sentiment towards emerging markets?

What factors are contributing to the current risk-return tradeoff between developed and emerging markets?

What is meant by the term 'risk deficit' as discussed in the text?

In what ways can geopolitical events impact market dynamics according to the text?

What strategies are suggested for investors looking to avoid losing money in the current market?