Emerging-Market Fixed Income Looks Attractive, JPMorgan Asset Says

The video discusses market trends, focusing on the return of risk appetite among investors, particularly in emerging markets. It examines the impact of US-China trade relations and economic policies on global markets. The video also analyzes currency movements, especially the US dollar, and their effects on different markets. It covers the Federal Reserve's potential actions and market expectations, offering insights into portfolio construction and investment strategies. Finally, it provides an analysis of fixed income and bond markets, highlighting opportunities in emerging market debt.

In what ways should an asset manager adjust their portfolio in response to changing economic conditions?

What considerations should be made regarding fixed income investments in the current market?