Emerging-Market Stocks to Outperform This Year, Robeco's Fedeli Says

The video discusses the reversal of market trends in 2019, highlighting the Fed's dovish stance and its impact on asset classes. It explores the potential conclusion of trade talks and their effect on emerging markets, emphasizing the need for earnings improvements over GDP growth. The video also covers central banks' shift towards more accommodative policies, influenced by the Fed's actions. Finally, it addresses the Fed's balance sheet runoff and its implications for market relaxation.

What factors are contributing to the reversal of trends in 2019?

How does the Fed's language influence market conditions?

What is the significance of trade talks in relation to emerging markets?

In what ways can earnings improvements impact emerging markets?

What role do central banks play in the current economic climate?