Emerging Stocks to Outperform U.S. Over Long Term, Federated's DeVito Says

The video discusses the performance of US equities compared to emerging markets, highlighting recent trends and market volatility. It explores the potential for emerging markets to outperform US stocks in the long term, considering global trade issues and resolutions. The discussion also focuses on Brazil's economic prospects, particularly in corporate debt, with optimism about the impact of political stability under Bolsonaro.

What has been the trend in the performance of US equities compared to emerging market stocks over the past year?

• US equities have outperformed emerging market stocks.

• US equities have underperformed compared to emerging markets.

• Emerging markets have significantly outperformed US equities.

• Both US equities and emerging markets have performed equally.

What is a key factor driving volatility in emerging markets recently?

• Equity market volatility

• Strong economic growth

• Stable bond spreads

• Decreasing interest rates

What is the long-term outlook for emerging market stocks according to the transcript?

• They will underperform US stocks.

• They will decline significantly.

• They will outperform US stock indices.

• They will remain stable.

What is the current sentiment towards Brazil's economic prospects?

• Bullish due to potential benefits from the election

• Bearish due to political instability

• Neutral with no significant changes expected

• Pessimistic due to high inflation

How might Brazilian companies benefit from the current political environment?

• Through increased foreign investment

• By expanding into new markets

• By gaining more confidence from Bolsonaro's leadership

• By reducing export tariffs