Brazil, Mexico Stocks Favored: Eastspring Investments

The video discusses current market trends, highlighting the support from monetary and fiscal policies. It suggests a preference for equities over bonds, with a focus on emerging markets like Latin America. The discussion also covers the ongoing debate between value and growth investing, noting that value sectors like financials and industrials may present opportunities if yields rise.

What factors are contributing to the current rally in equity markets?

How do emerging markets, particularly in Latin America, compare to the rest of the world in terms of economic activity?

What is the outlook for value versus growth investing according to the text?

What role do bond yields play in the performance of value stocks?

What sectors are mentioned as having potential opportunities within the value space?