State Street: Local Emering-Market Debt and Equities Look Attractive

The video discusses the impact of the Federal Reserve's tightening policy on portfolio allocations, highlighting mixed US inflation signals and a less attractive US market. It explores opportunities in emerging markets, emphasizing a defensive strategy on equities and a preference for fixed income. The video also examines the role of commodities in emerging markets, focusing on the relative value trade between exporters and importers.

What are the main concerns regarding the Federal Reserve's tightening path?

How does the current inflation picture in the US affect portfolio allocations?

What factors are influencing the attractiveness of US treasuries and equities?

In what ways do emerging markets present opportunities in the current economic climate?

What is the significance of labor market conditions in assessing global demand?