Now Is a Good Entry Point for EM, Says Coutts & Co.'s CIO

The video discusses the challenges and opportunities in emerging markets, highlighting investment strategies from UBS and PIMCO. It covers PIMCO's focus on fixed income and local markets, the cheapness in equity markets, and the impact of US policies and Fed decisions. The video also explores the significance of the yield curve as an economic indicator.

What is the main reason UBS and PIMCO are interested in emerging markets?

• They are avoiding U.S. markets.

• They believe it is the trade of the decade.

• They are looking to invest in technology.

• They want to diversify their portfolio.

What is a key component of PIMCO's investment strategy in emerging markets?

• Avoiding currency trades

• Focusing on fixed income and local markets

• Investing in technology stocks

• Investing solely in Chinese banks

Which sector is considered cheap in emerging markets according to the transcript?

• Old economy and state-controlled banks

• Real estate

• Healthcare

• Technology

What economic indicator is mentioned as a predictor of tough times?

• Inflation rate

• Stock market index

• Yield curve inversion

• Unemployment rate

What is the role of the Federal Reserve in relation to the yield curve?

• To encourage yield curve inversion

• To avoid yield curve inversion

• To increase interest rates indefinitely

• To focus solely on inflation