Brandywine Global's McIntyre Expects EM Bonds to Outperform

The video discusses the current economic landscape, focusing on the US jobs report, inflation, and the Delta variant's impact on market uncertainty. It analyzes the low yield environment, the Fed's tapering strategy, and market reactions. Investment strategies are explored, highlighting opportunities in emerging markets and the role of Chinese bonds. The discussion also covers dollar exposure as a hedge against global growth risks. Finally, the video examines the influence of central bank policies on global economic growth, emphasizing the roles of the PBOC and the Fed.

What are the potential risks associated with the current economic policies in China?

What role does the US dollar play in the context of global economic growth?

How do the policies of central banks like the Fed and PBOC affect global asset markets?