More Bang for Your Buck in Emerging Markets: Nuveen's Malik

The video discusses the volatile start to 2021, highlighting events like the US Capitol riots and vaccine rollout. It predicts global synchronized growth, with a weaker dollar benefiting Asia and emerging markets. The focus is on investing in regions like India, Brazil, and Latin America, which are expected to outperform due to economic recovery. The video also covers market valuations, earnings growth, and the potential risks of economic overheating. It suggests that US small caps may offer better returns than large caps, while emerging markets present more value opportunities.

What factors contributed to the volatility at the start of the year?

• Natural disasters

• Political events and pandemic uncertainty

• Trade agreements

• Technological advancements

Which regions are expected to benefit from a weaker dollar and economic reopening?

• Europe and North America

• India, Hong Kong, Thailand, Brazil, and Mexico

• Australia and New Zealand

• Russia and Eastern Europe

Why are emerging markets considered strong investment opportunities?

• They have high levels of government debt

• They are less affected by global economic changes

• They have stable political environments

• They are highly leveraged to economic growth and recovery

What is the key focus for market performance in 2021?

• Government stimulus

• Interest rate cuts

• Earnings growth

• Valuation expansion

Which type of U.S. stocks are expected to perform better in the current economic climate?

• Small-cap stocks

• Energy stocks

• Large-cap stocks

• Technology stocks