Why Robeco's Fedeli Isn't Concerned Over 3 or 4 Fed Hikes

The video discusses the impact of Federal Reserve rate hikes on emerging markets, emphasizing that growth outlook is more crucial than the number of rate hikes. It highlights the strong performance of emerging markets during past rate hike cycles and the current positive growth and earnings trends. The discussion also covers earnings growth, market performance, and structural drivers for emerging market outperformance. Additionally, it examines valuations, sector resilience, and the role of financials and consumer confidence in emerging markets.

What sectors are expected to be more resilient to volatility in emerging markets?

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What trends are observed in consumer confidence across emerging markets?

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