Finding Global Opportunities in Equities, Commodities

The video discusses the need for selectivity in global markets, highlighting opportunities in emerging markets and Europe. It explores the potential for a secular rally in emerging markets, driven by dollar weakness and stabilizing earnings. The impact of anti-globalization sentiment on these markets is considered, noting their relative economic closure. The video also examines the energy market, with a focus on OPEC's strategy and its effects on emerging markets.

What are the key factors contributing to the current opportunities in emerging markets according to the text?

How does the speaker view the relationship between dollar weakness and commodities?

What is the significance of the earnings cycle mentioned in the text?

In what ways does globalization impact emerging markets as discussed in the text?

What are the expectations for energy prices and their effect on emerging markets?