There Isn’t Much Upside From Here in Markets, Says Deutsche Bank’s Huynh

The video discusses the cautious market strategy leading up to APEC, highlighting the lack of fundamental changes despite agreements announced by President Trump. It analyzes market performance, noting strong results in Europe and the US, but limited upside potential due to geopolitical risks and valuation concerns. The video also explores opportunities in emerging market bonds, advising against developed market sovereign bonds due to unattractive yields.

What is the speaker's view on the bond market compared to developed market sovereigns?

What recommendations does the speaker make regarding exposure to emerging market bonds?