Prudential's Krosby Likes Treasuries, Utilities as Hedge

The video discusses the impact of the dollar's rise and political risks on emerging markets, emphasizing China's role in stabilizing regional currencies. It highlights the Federal Reserve's gradual approach to interest rate hikes compared to 1994, which affected emerging markets like Mexico. The video also provides strategies for hedging portfolios, such as investing in Treasurys and utilities, to mitigate risks from economic uncertainties and trade tensions. Overall, it suggests that solid earnings and revenue growth in the US could support the market, provided that negative headlines do not dominate.

What factors are influencing the fortunes of emerging markets in the second half of the year?

How has the Chinese currency's performance affected emerging markets?

What historical event is referenced to illustrate the impact of rising rates on emerging markets?

What investment strategy is suggested for hedging against economic concerns?

What is the main concern regarding market performance as the year progresses?