EM Equities Will Continue to Struggle in 2020: LGIM

The video discusses the performance of bonds and currencies in 2019, highlighting the underperformance of emerging market equities compared to developed markets. It provides a 2020 outlook, suggesting that emerging market equities may continue to struggle, while emerging market bonds offer attractive opportunities. The discussion also covers the implications of FX risks, regional investment preferences, and the impact of US-China trade issues on emerging markets. The dollar's outlook for 2020 is considered stable, with potential disruptions linked to the US election.

Discuss the potential impact of US-China trade issues on emerging markets in 2020.

What is the outlook for the US dollar in 2020, and how might it affect investments in emerging markets?