Whats Next for Funds When the Fed Stops Buying?

The video discusses recent exaggerated movements in rates, analyzing the bond market and opportunities for investment. It highlights the importance of security selection and the potential for a secular rise in rates. The concept of an unconstrained investment strategy is explained, emphasizing flexibility and global investment opportunities. The discussion also covers the impact of oil prices on the high yield bond market.

What strategies does the speaker suggest for security selection in the current market?

What opportunities does the speaker see in emerging markets?

How have falling oil prices impacted the high yield bond market according to the discussion?