JPMorgan AM Downgraded Preference for Emerging Stocks

The video discusses the impact of trade tensions on the global economy, focusing on market conditions before and after the tensions began. It highlights the strength of the US dollar and its effects on emerging markets. The discussion also covers the relative attractiveness of credit versus equities in uncertain economic times, emphasizing the security credit offers despite potential trade resolutions.

In what ways does the speaker suggest credit might be more attractive than equities?

What are the potential outcomes if trade resolutions occur, according to the discussion?