Emerging Markets are Attractive, Says Gradient Investments Portfolio Manager

The video discusses the ongoing stock market rally despite the absence of a stimulus package, attributing it to portfolio rebalancing and the upcoming elections. It highlights gold as a volatility and inflation hedge. Emerging markets are seen as attractive due to their early COVID-19 response and smaller economic impact. The US dollar is expected to weaken due to volatility and relative growth differences. A shift from tech stocks to cyclicals is noted, with tech valuations considered stretched.

What is one reason mentioned for the ongoing stock rally despite the lack of a stimulus package?

• Government intervention

• Portfolio rebalancing

• Rising interest rates

• Increased consumer spending

Why are emerging markets considered attractive according to the video?

• They have higher inflation rates

• They have a larger impact from COVID-19

• They are in a better position than developed markets

• They are heavily reliant on the US economy

What is the expected trend for the US dollar as discussed in the video?

• It will collapse

• It will pull back slightly

• It will remain stable

• It will strengthen significantly

What sector has seen outflows recently, according to the video?

• Technology

• Energy

• Healthcare

• Financials

Which sectors are expected to benefit from the recent manufacturing report?

• Cyclicals, Industrials, and Materials

• Technology and Healthcare

• Energy and Utilities

• Financials and Real Estate