Robeco's Fedeli Sees a Good Year for Emerging Markets

The video discusses the current economic climate, focusing on consumer spending, inflation, and market reactions. It highlights the potential of emerging markets and the impact of commodities. The bond market's outflows and equity market polarization are analyzed, along with the dollar's position and global equities strategy. Challenges in commodity trade and manufacturing costs are also addressed.

How does the speaker perceive the current state of emerging markets?

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What are the implications of the recent outflows from the bond market?

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In what ways might the dollar's performance be influenced by global growth?

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