Dehn: Investors' EM Volatility 'Christmas Present'

The video discusses expectations for interest rate hikes and their impact on emerging markets. It covers currency fluctuations, market overreactions, and strategic investment approaches. The potential effects of US political strategies on trade are analyzed, with a focus on the Brazilian market and its structural reforms. The video concludes with insights into emerging market strategies, emphasizing demographic advantages and economic growth potential.

What is the expected number of fun hikes mentioned for next year?

How does the speaker view the relationship between the yield curve and institutional money?

What are the implications of a weaker currency in emerging markets according to the text?

What rule is suggested for allocating to emerging markets based on the VIX index?

What factors are mentioned that could influence the performance of emerging markets compared to developed markets?