PGI's West: Biased Towards High Yield & EM Debt

The video discusses the current state of the markets, highlighting the strong performance and expected volatility. It covers the trajectory of yields, the impact of COVID-19, and the reopening of economies. The discussion also touches on growth trends, the energy crisis, and investment opportunities, particularly in emerging markets and Asia. The potential risks of stagflation and the importance of active stock picking are emphasized.

What are the concerns regarding the emergence of new variants as mentioned in the text?

What investment opportunities are highlighted in the text, particularly in relation to emerging markets?