Is the Emerging-Market Bond Selloff Out of Control?

The video discusses global investor perspectives, focusing on US rates and emerging markets. It highlights the importance of active management in emerging markets due to market dispersion and policy impacts. The comparison between ETFs and active managers is explored, emphasizing the need for active strategies in the current market environment. Post-election market changes are analyzed, suggesting a shift towards alpha generation and relative value strategies.

Why is it important to be selective when investing in emerging markets now?

What role do active managers play in emerging market debt compared to ETFs?