JPMorgan AM Favors Emerging-Markets Stocks: Schowitz

The transcript discusses the reopening of global travel and its impact on energy markets, highlighting the control of the virus in emerging markets, particularly in Asia. It covers the market rotation from growth to value stocks due to vaccine news and compares the performance of emerging and developed markets post-March sell-off. The discussion also includes the long-term depreciation of the US dollar and its implications, as well as short-term risks such as COVID, political issues, and bond yields.

How might the global economic recovery influence emerging markets?

What is the significance of the dollar's potential depreciation over the next 10 to 15 years?

What are the implications of rising bond yields for risk assets?