NFJ Investment Group's McKinney on Global Markets

The video discusses the ongoing debt ceiling negotiations and their potential impact on markets, emphasizing the likelihood of a last-minute resolution. It highlights market reactions, particularly in 2011, and suggests strategies for investors to manage volatility, such as focusing on companies with recurring earnings. The role of the Federal Reserve and its influence on market expectations and interest rates is examined, with a focus on potential rate cuts. The US market outlook is considered, with predictions of flat to sideways trends. Finally, the video explores opportunities in emerging markets, noting favorable valuations and demographic trends.

What is the speaker's view on the Fed's credibility and its impact on market expectations?

How does the speaker perceive the future of U.S. markets based on current conditions?

What opportunities does the speaker see in emerging markets?