Will 2017 Remain a Good Year for Growth Assets?

The video discusses the outlook for growth assets, focusing on emerging and developed markets. It highlights the potential of sector rotation in developed markets, particularly in financials, and the opportunities in emerging Asian markets. The impact of interest rates and Fed policies on market dynamics is analyzed, with predictions for US and European markets. Strategies such as buy on dips for US equities and rebalancing in Europe are suggested.

What are the key considerations for investing in emerging Asian markets according to the speaker?

What is the speaker's view on the future of high yield bonds in the US market?

How does the speaker suggest investors approach US equities in the coming weeks?