John Stopford de Investec dice que las valuaciones de los ME todavía son buenas

The video discusses the current market rally and the need for selective investment due to potential risks. It highlights the positive macro environment and growth in emerging markets, particularly in China. The discussion covers investment trends, noting that while some asset classes appear expensive, emerging markets still offer value. The focus is on equities, with a cautious approach to fixed income and currencies. The strategy emphasizes selective market and asset choices, particularly in Latin America and Europe, while maintaining a cautious outlook due to increased risks compared to a year ago.

What specific markets are highlighted as having potential opportunities?

In what ways should investors approach asset classes according to the discussion?