Argentinean Hard Currency Debt Favored: AllianceBernstein

The video discusses the potential for ongoing easing by central banks, particularly in emerging markets, and the challenges in finding yield in the current economic climate. It highlights the value in high-yield emerging market debt and the opportunities in Argentina's hard currency bonds. The discussion also covers the rising probability of a global recession due to trade uncertainties and late-cycle dynamics in the US. Finally, it identifies investment opportunities in less mainstream emerging markets, including Africa and Central America.

How does the speaker assess the risk of a global recession?

What opportunities does the speaker see in less mainstream emerging markets?