The Bad News Has Evaporated From Markets, Says Horatius Fund's CEO

The video discusses the current state of the investment and credit cycles, highlighting the Federal Reserve's pause on interest rate hikes. It explores the impact of the strong dollar on emerging markets and identifies opportunities in high yield investments across Asia, Africa, and Latin America. The discussion emphasizes the potential for income generation in emerging markets despite challenges posed by dollar strength.

What opportunities are being discussed in relation to high yield investments?

How does the strength of the dollar impact emerging markets according to the conversation?