Horatius Fund Sees Opportunities in Emerging-Market Debt

The video discusses the IMF's warning about financial risks and market complacency, highlighting the impact of economic and political factors. It addresses the dangers of inequality and geopolitical instability, analyzes treasury yields and market trends, and explores the resilience and investment opportunities in emerging markets, particularly in Brazil.

How do emerging markets differ now compared to the Southeast Asian crisis in the late 90s?

What opportunities might arise from the current economic conditions in emerging markets?

What factors could lead to a constructive change in Brazil's market according to the discussion?