EM Insight: Curious Correlations and What Investors Can Do About Them

The video discusses the current state of financial markets, focusing on emerging markets and unusual correlations. It highlights the changing relationship between US Treasury yields and the dollar, and how this affects portfolio strategies. The breakdown of traditional correlations, such as those between oil and Middle Eastern stocks, is examined. The video concludes with an exploration of investment opportunities in Chinese bonds, which are moving in the opposite direction to global trends due to trade war concerns.

What is the overall sentiment of investors towards the U.S. dollar in the current market?

What opportunities are emerging for investors in Chinese bonds?

How has the trade war affected the bond market in China compared to the rest of the world?