Political Turbulence Not Impacting U.S. Bonds, Eaton Vance's Gaffney Says

The video discusses political risk and market opportunities, focusing on the US and Europe. It highlights investment strategies in emerging markets, particularly in Latin America, and examines the impact of Federal Reserve actions on market expectations. The discussion also covers emerging market debt and currency investment strategies, emphasizing the importance of country selection and economic policy.

Discuss the implications of dollar strength on emerging markets as highlighted in the discussion.

What role does currency selection play in investment strategies according to the text?