In More of an Industry, Sector-Picker’s Market: State Street’s Gerard

The video discusses a barbell strategy in investing, emphasizing the importance of having both cyclical and technology stocks in a portfolio. It explores the current market environment, suggesting that sector picking is more crucial than individual stock picking. The video highlights opportunities in European markets due to reopenings and discusses the potential of emerging markets in Asia, despite recent challenges. Overall, it suggests a positive outlook for these markets as global economic conditions improve.

What is the speaker's perspective on emerging markets in Asia?

What are the expected drivers for better financial performance in emerging markets?