Emerging Markets Are 'Great Buy' Longer Term, Wells Fargo Asset CIO Says

The video discusses the current market conditions, highlighting the negative reactions to earnings forecasts and the impact of balance sheet runoff on market volatility. It explores the valuation of the S&P 500 and the potential for emerging markets as a long-term investment, considering the influence of the dollar's performance. The discussion also touches on investment strategies in emerging markets, emphasizing dividend yields and cautioning against immediate risk-on trades.

What is the outlook for emerging markets according to the speaker?

What investment strategy does the speaker suggest for the emerging market space?