Finding Fixed-Income Investing Opportunities Outside of the U.S.

The video discusses the European Central Bank's policy outlook, highlighting the anticipated end of quantitative easing and the impact of Italy's situation. It compares the performance of US high yield markets with global markets, noting the underperformance of emerging markets. The discussion emphasizes the value opportunities in emerging markets despite volatility, with a focus on Argentina, Turkey, Brazil, and Russia. The video concludes with investment opportunities in emerging markets, considering both dollar-denominated and local currency debt.

What factors contribute to the volatility in emerging markets?

What opportunities are presented by Argentina's local bonds according to the discussion?