Is Vaccine News Priced Into Bond Yields?

The video discusses the recent rally in European stocks and the potential impact of vaccine news on the market. It explores concerns about inflation and the likelihood of changes in monetary policy, predicting steeper yield curves due to economic growth and fiscal support. The outlook for European periphery bonds, particularly Portuguese yields, is positive due to low supply and ECB support. Emerging markets are expected to perform well, driven by a constructive global backdrop and growth in Asia, Brazil, Poland, and South Korea. Safe haven assets like gold and certain currencies are considered, though they are currently expensive.

What does the speaker suggest about the future of emerging markets in the coming year?

What are the speaker's views on safe haven assets in the current economic climate?