Not 'Too Late in Cycle' for Equities, Investec's Stopford Says

The video discusses investment opportunities in emerging markets, particularly Brazil, due to attractive yields. It highlights the current bull market, driven by the US economy, and considers potential recession risks. The impact of trade wars on markets is also analyzed, with a focus on risk management and the performance of the SNP.

What opportunities exist within emerging markets according to the text?

What factors could potentially lead to a bear market as mentioned in the text?

How does the speaker view the current state of the global economy?

What is the speaker's perspective on the timing of a potential recession?

What does the speaker suggest about the risk-reward balance in the current market?