Morgan Stanley's Simonetti Sees Opportunities in EM

The video discusses investment strategies, highlighting defensive plays and the stock pickers market. It explores global market opportunities, focusing on international markets and the US equity dominance. The discussion also covers economic risks, Fed actions, and the potential for a recession, emphasizing the need for planning for higher volatility and risk.

What are some defensive plays mentioned in the text?

How are market indexes expected to be affected compared to individual stocks?

What factors should investors consider when looking at international markets?

What is the outlook for the US market in relation to Europe and emerging markets?

What are the potential risks mentioned regarding the Fed's actions?