BlackRock's Turnill: How to Play Emerging Markets

The video discusses the current market trends, focusing on the risk rally and emerging markets. It highlights the cyclical recovery in the US and the challenges faced by emerging markets due to political uncertainty. The discussion also covers the importance of diversification in portfolios, especially in the context of rising bond yields and the breakdown of correlations between equities and bonds. The need for flexibility and quick reactions to market changes is emphasized.

What political uncertainty is highlighted that affects emerging markets?

What does the speaker suggest investors should consider in a rising yield environment?