Emerging-Market Government Bonds Favored, Invesco Says

The video discusses the impact of policy support on markets, focusing on credit support and rate cuts. It highlights the US market rally and regulatory challenges in China, emphasizing the need for investors to position for future earnings. The discussion shifts to the impact of dollar strength on Asian equities and potential risks in the APAC region, including global macro weakness. The video concludes with an analysis of EM bonds and commodities, noting opportunities in energy and agriculture due to underinvestment and scarcity.

What measures are expected from policymakers to support the economy?

How should investors position themselves in the current uncertain environment?

What is the outlook for commodities, particularly energy and agriculture?