EPFR: EM Funds Struggling

The video discusses the current state of emerging markets, focusing on Asia's lag compared to the US and Europe. It highlights three major headwinds: COVID-19 containment stories, China's policy flexing, and the unexpected shift in US politics. The video also examines the risk appetite for investing in China, noting a decline in interest. It explores investment strategies, emphasizing multi-asset approaches and opportunities in utilities due to ESG trends. Finally, it addresses market influences like global bond markets and skepticism towards central bank narratives.

How do vaccination rates influence investment strategies going into 2022?

What sectors are expected to benefit from the ESG green tailwind?

What are the implications of central bank narratives on investment decisions?