Expect More Alpha Opportunities in EM in Next 9 Months, Says DWS’s Taylor

The transcript discusses recent trends in global markets, focusing on emerging markets and their performance relative to developed markets. It highlights the impact of rate expectations, trade deals, and policy news from China. The discussion also covers the performance of emerging markets compared to the S&P 500, noting a recent underperformance and analyst caution. Observations on investment patterns reveal a focus on passive money and selective opportunities. The transcript concludes with an analysis of the US dollar's performance and growth expectations, emphasizing the role of central banks and market reversals.

What factors are believed to have driven the recent rally in emerging markets?

How do analysts view the performance of emerging markets compared to the S&P 500?

What expectations are there for the U.S. dollar in the coming year?

What indicators suggested negative growth at the end of last year?

What is the expected impact of central bank policies on market rates?