What Is the Conviction Trade for the Rest of 2019?

The video discusses portfolio strategies, emphasizing a balanced approach with risk management by investing in fixed income and emerging market equities. It highlights the value potential in emerging markets, particularly in terms of PE ratios and cash flow. The impact of China's recent stimulus on global markets is analyzed, suggesting it may offset trade concerns. The video concludes with an outlook on the US market, noting the potential in small cap equities despite the S&P nearing all-time highs.

What is the teacher's perspective on emerging market equities?

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What recent actions has China taken that the teacher believes will impact the market?

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What structural economic trend does the teacher mention regarding the middle class?

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How does the teacher view the current state of small cap equities in relation to the S&P?

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What is the teacher's overall outlook on the market based on the discussed strategies?

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