Rock Creek's Doriwala: Equities Could be a Tale of Two Halves

The video discusses the role of cash as an asset, the focus on fixed income, and the energy market's impact on global economics. It explores market expectations versus Fed policy, interest rates, and their implications for equities. The discussion also covers emerging markets and investment strategies, emphasizing the importance of understanding different global factors.

What factors are influencing the current focus on fixed income investments?

How is the energy market expected to change in the coming years according to the discussion?

What are the implications of a potential 4% yield on the 10-year treasury for equities?

Discuss the differences in valuation between the S&P and European markets as mentioned in the text.

What considerations should institutional investors keep in mind when investing in emerging markets?