Allspring Global Investments' Jacobsen on Markets

The video discusses the current economic landscape, focusing on inflation, the Fed's potential interest rate adjustments, and the impact of China's reopening on global markets. It explores strategies for balanced portfolios, the state of profit recession, and opportunities in emerging markets. The video also examines the outlook for commodities and the dollar, highlighting potential investment strategies.

What risks are associated with the potential global recession and its impact on earnings growth?

What are the three dimensions to consider when evaluating emerging markets according to the discussion?

How do the valuations in emerging markets compare to those in US markets, and what does this imply?