We Are Less Keen on Emerging Markets, Says Julius Baer CIO

The video discusses the current state of emerging markets, influenced by the Fed's monetary policy and US growth. It highlights global yield trends, particularly Japan's impact on the treasury market. The role of central banks, including the BOJ, is examined in the context of global economic momentum and trade tensions. The video also covers sector performance, noting a shift from growth to value sectors, and the dollar's influence on market dynamics. Finally, it addresses the challenges of currency forecasting and the technical movements affecting emerging and European markets.

What factors are currently influencing the investment sentiment towards emerging market assets?

What is the significance of the Fed's monetary policy in relation to emerging markets?

How has the rise in 10-year yields in Japan affected global yields?

What sectors are expected to perform well in the current market environment, and why?

Discuss the recent trends in the dollar and its impact on emerging markets.