Gilbert Warns of Headwinds Facing Asset Managers

The video discusses the impact of President-elect Trump on emerging markets, potential investment opportunities, and the challenges faced by the asset management industry. It explores dividend strategies, the possibility of mergers for US market access, and the implications of potential deregulation under Trump. The discussion also covers economic strategies, market volatility, and the potential benefits of infrastructure investment.

What impact do you think President-elect Trump's policies will have on emerging markets?

How do you interpret the statement about potential outflows in emerging markets if the Fed hikes in December?

What are the headwinds faced by the asset management industry according to the discussion?

In what ways do you think emerging markets could recover in the future?

What are the potential benefits of deregulation for asset managers in the US?

How might the European banking stocks be affected by deregulation in the US?

What areas do you expect to see the most volatility in the financial markets?