Allspring Global Investments' Jacobsen on EM

The video discusses the attractiveness of emerging markets, particularly during Fed hiking cycles, where they have historically outperformed the S&P 500. It highlights the impact of the dollar's strength and market valuations, noting that emerging markets may benefit from a stable or weakening dollar. The discussion also covers Chinese assets, regulatory concerns, and the importance of active management in navigating these challenges. A thematic approach is emphasized, with portfolio managers playing a key role in security selection. The video concludes by addressing the impact of vaccination rollouts on emerging markets, suggesting that increased vaccination rates could aid economic recovery.

How did emerging market assets perform during the last two Fed hiking cycles compared to the S&P 500?

What role does the dollar's strength play in the attractiveness of emerging markets?

What are the three main reasons mentioned for finding emerging markets attractive at this point?

What concerns are raised regarding Chinese assets in the context of emerging markets?

What is the significance of vaccination rates in emerging markets as discussed in the text?