Risk Assets to Start to Outperform; 'Bullish' on EM: Orion Advisor

The video discusses the market's reaction to Fed easing and trade headlines, highlighting the S&P 500's rise and the potential for modest gains. It explores the shift from safe havens to riskier assets, driven by improved corporate earnings and reduced uncertainty. The discussion covers market valuation, noting that despite record highs, the market is not overvalued. It also addresses corporate debt servicing, suggesting companies are well-positioned even if a recession occurs. Finally, it examines opportunities in emerging and European markets, considering factors like China's slowdown and Brexit.

In what ways have emerging markets been affected by trade tensions?

How do current economic indicators suggest the future direction of the market?

What are the potential risks associated with investing in international markets?