Alessio de Longis Expects Modest Bounce in EM Growth

The video discusses a strategic focus on emerging markets over developed markets, emphasizing relative value and risk management. It explores the outlook for emerging markets' GDP and financial assets, highlighting limited downside risks and valuation opportunities. The strategy includes a neutral stance on the US dollar, with an overweight on emerging market currencies and underweight on major G10 currencies. The approach to duration and debt is neutral, with a preference for emerging market local debt. The video concludes with an analysis of the dollar index and its impact on market dynamics.

What is the speaker's perspective on the potential recovery of emerging markets' GDP?

What strategy does the speaker suggest regarding the euro, pound, and other major currencies?