How Will Fed Policy Affect Emerging Markets?

The video discusses investment opportunities in small cap equity, emerging markets, high yield, and loans. It emphasizes the importance of thematic investing in emerging markets, such as focusing on Chinese consumers. The potential impact of Fed policy on emerging markets is also analyzed, highlighting short-term challenges and long-term growth prospects.

What is the expected impact of Fed policy on emerging markets in the short run?

According to the text, why should one increase exposure to emerging markets over a long-term horizon?