What's the Appeal of Emerging-Market Currencies?

The video discusses trends in equity and fixed income markets, highlighting the impact of Brexit and the stabilization of emerging market currencies. It explores the shift in risk appetite due to negative yields in developed markets and the potential end of emerging markets' underperformance. The video also examines the divergence between oil prices and other asset classes, noting the restructuring of the energy sector. Finally, it provides investment recommendations, favoring cyclical sectors, emerging markets, and US technology.

What risks are associated with investing in emerging markets compared to developed markets?

What sectors are currently favored for investment according to the discussion?