EM Assets Set for `Significant Boost' If Fed Pauses, Pictet Says

The video discusses the current market psychology, highlighting investor concerns about volatility and global growth. It examines economic risks, including potential recession and trade wars, while exploring investment strategies in bonds and equities, particularly in emerging markets. The role of the Federal Reserve and its impact on monetary policy is analyzed, along with a focus on European bonds and credit markets.

How does the speaker perceive the risks associated with the trade war between China and the US?

What investment opportunities does the speaker suggest in the context of emerging markets?