Developed-Market Stocks Favored Over Emerging, JPMorgan AM Says

The video discusses the resilience of equities to rate hikes, with a preference for developed markets over emerging ones. It highlights the potential headwinds from valuations but maintains a positive outlook on equities relative to bonds. The focus shifts to emerging markets, particularly China, where policy easing is expected to support growth. The video also covers China's easing cycle and its property sector, concluding with top investment picks favoring equities and credit.

What is the general outlook on equities as the Fed starts to tighten?

What factors are influencing the preference for US equities?

How do developed markets compare to emerging markets in terms of growth momentum?

What is the expected trend for valuations in the equity markets this year?

What are the key indicators that would suggest a recovery in emerging markets?

What is the expected impact of China's easing cycle on its equity markets?

What are the anticipated challenges for China's property sector in the near term?