BMO Family Office's Schleif on Markets and Strategy

The video discusses the unique inflationary environment and its impact on markets, highlighting the challenges investors face in parsing economic data and Fed commentary. It explores the role of economic stimulus and positive market factors, and suggests equity markets as a long-term hedge against inflation. The video also examines supply chain issues and market dynamics, with a focus on emerging markets as potential investment opportunities, despite their inherent risks.

Discuss the potential risks and opportunities in emerging markets as described in the text.

What role does active management play in investing in emerging markets according to the text?