Fed Will Hike Rates at Least One Time in 2019, Manulife's Thooft Says

The video discusses the current market sentiment, highlighting optimism due to potential trade detente between Washington and Beijing and soothing tones from the Fed. It explores opportunities in emerging markets, especially with a backdrop of dollar weakness, and warns of persistent volatility due to the Fed's balance sheet adjustments. The discussion includes potential Fed rate hikes and their impact on economic growth, emphasizing the need to adapt to market cycles and volatility. A contrarian view on emerging markets is presented, noting they remain under-owned despite attractive valuations.

Discuss the implications of the Fed's potential rate hikes as outlined in the text.

What does the text suggest about the future of volatility in the markets?

How does investor sentiment impact emerging market assets according to the discussion?