U.S., Emerging-Market Stocks Favored, Aegon Asset Says

The video discusses the significance of entry points in investment cycles, particularly in late cycles where volatility increases. It highlights the importance of being sensitive to market conditions and compares risk-adjusted returns in equities and fixed income. The discussion then shifts to global market opportunities, emphasizing the potential in emerging markets influenced by Chinese market performance and the impact of US Fed policies.

What was the impact of the Fed's narrative on the EM complex?

What does the text suggest about the long-term fundamentals of emerging markets?