Fixed Income Investing as QE's 'Bonanza Years' End

The video discusses the impact of the Trump victory on emerging market debt, focusing on the challenges in fixed income as quantitative easing ends. It highlights opportunities in commodity and oil exporters like Russia, Kazakhstan, and Brazil, offering high yields. The importance of liquidity and corporate market dynamics is emphasized, along with strategies for portfolio structuring and the necessity of bottom-up analysis.

What does the speaker imply about the corporate market's composition?

What approach does the speaker recommend for bottom-up analysis in asset allocation?