Many Emerging Markets Can Defy Dollar Strength, JPMorgan's Dessner Says

The video discusses the current state of trade concerns, focusing on the impact of trade sanctions and a strong dollar on markets, particularly emerging markets. It explores asset allocation strategies, emphasizing domestic growth and technology sectors. The US market's dynamics, including the performance of small-cap stocks and consumer discretionary sectors, are analyzed. The video concludes with insights into fixed income investments and portfolio diversification strategies.

What percentage of imports into the US are currently duty-free?

• 50%

• 60%

• 70%

• 80%

Which regions are most affected by dollar strength in emerging markets?

• Middle East

• Latin America and Eastern Europe

• Sub-Saharan Africa

• Emerging Asia

What is the focus of asset managers in emerging markets during a late-cycle environment?

• Resource companies

• Technology and consumer discretionary sectors

• Real estate

• Agricultural sectors

Which sector is being leveraged in the US market for its late-cycle protection dynamic?

• Healthcare

• Technology

• Energy

• Utilities

What is a potential risk for consumer discretionary sectors in the US?

• Technological disruptions

• Decreasing consumer demand

• Deflationary pressures

• Inflationary risk and trade tensions

What is the impact of a stronger dollar on smaller cap stocks in the US?

• They remain unaffected

• They outperform larger cap stocks

• They experience increased volatility

• They underperform compared to larger cap stocks

What is the role of financials in the current US market environment?

• They are irrelevant

• They help protect against volatility and rising interest rates

• They are a risk factor

• They are the most volatile sector