JPMorgan AM's Anderson Sees Opportunities in U.S., Southeast Asia

The video discusses the current state of the US equity market amidst rising trade tensions, highlighting its defensive nature. It explores investment opportunities in US equities and Southeast Asia due to offshoring from China. The video also examines the role of financial conditions in shaping Federal Reserve policies, particularly in relation to the dollar. Finally, it addresses the potential impact of economic outlook changes on emerging markets, emphasizing the importance of company-specific analysis.

In what ways can US equities still present opportunities for investors despite trade tensions?

What role does the dollar play in the Fed's assessment of financial conditions?