Loomis Bond Veteran Cuts Bets on Emerging Asian Currencies

The video discusses the current market volatility influenced by Turkey and the ongoing trade war between the US and China. It highlights how major fund managers, like Lubi Sales and Oppenheimer Funds, are reacting by reducing exposure to Asian currencies. Despite a bearish outlook on emerging markets, there are pockets of optimism, particularly in Asia, where economic fundamentals remain strong. Deutsche Bank Wealth Management suggests a potential bounce back in the region.

What is the significance of the low-level talks between Beijing and Washington mentioned in the text?

What are the expectations for the performance of emerging market bond and equity markets according to Bob Bauer?