State Street's Metcalfe Sees Opportunities in Emerging Markets

The video discusses the US economic outlook, highlighting its relative strength and attractive asset yields. It explores opportunities in China and emerging markets, considering the impact of trade tensions and potential stimulus measures by Chinese policymakers. The trade war's implications are examined, noting its lose-lose nature and the hope for a political resolution. Finally, investment strategies are discussed, emphasizing the importance of being selective in emerging markets and the potential for cash to re-enter markets once trade tensions ease.

What factors make US assets attractive in the current economic climate?

How do you assess the opportunities in emerging markets, particularly in relation to China?

What role does stimulus play in the context of the Chinese economy and trade war?

What are the implications of the trade war on emerging markets according to the discussion?

How has investor sentiment shifted in response to the trade war and economic conditions?