Emerging-Market Stocks to Outperform This Year, Robeco's Fedeli Says

The video discusses the reversal of market trends in 2019, highlighting the Fed's dovish stance and its impact on asset classes. It explores the potential conclusion of trade talks and their effect on emerging markets, emphasizing the need for earnings improvements over GDP growth. The video also covers central banks' shift towards more accommodative policies, influenced by the Fed's actions. Finally, it addresses the Fed's balance sheet runoff and its implications for market relaxation.

What is one reason the speaker is optimistic about emerging markets in 2019?

• The Federal Reserve's hawkish stance

• The increase in trade barriers

• The underperformance of asset classes

• The decline in global GDP

According to the speaker, what is more crucial for emerging markets than GDP growth?

• Currency devaluation

• Higher interest rates

• Earnings improvements

• Increased trade tariffs

What has been the impact of trade issues on emerging market companies?

• Increased their GDP

• Boosted their earnings

• Stabilized their currencies

• Harmed their earnings

How are central banks around the world responding to the current economic climate?

• By tightening credit

• By reducing trade barriers

• By adopting a more accommodative stance

• By increasing interest rates

What is the Federal Reserve's current approach to its balance sheet runoff?

• It has already ended the runoff

• It plans to accelerate the runoff

• It is increasing the balance sheet

• It has no expectations to end it