Is It a Good Time to Get Into Emerging Markets?

The video discusses investment opportunities in emerging markets, focusing on equities over credit and the potential for generating alpha. It highlights the volatility and stability in developed markets, particularly in China, and the impact of political events like elections and Brexit on market stability. The search for yield in emerging markets debt and the challenges in European markets post-Brexit are also explored. The video concludes with a discussion on global risks and geopolitical instabilities, emphasizing the impact of populism and anti-globalization on market functions.

What are the current opportunities for Alpha R in emerging markets?

How have developed markets performed compared to emerging markets in the last five to six years?

What factors are contributing to the current stability in China’s economy?

How is the search for yield evolving in the current economic climate?

What are the implications of a divided government in the US for market stability?

What challenges does Brexit present for European markets?

What are the potential risks associated with geopolitical changes in the current global landscape?