DWS's Taylor Sees Positive Environment for Asian, Emerging-Market Bonds

The video discusses the impact of market volatility on stock performance, highlighting the lag in Asia and emerging markets due to trade issues and slower China growth. Recent optimism is noted due to improvements in Hong Kong, policy responses from China, and Brexit clarity. Bond yields are expected to remain low, with positive trends in the credit market despite some risks in the US high yield space. Emerging markets present selective opportunities, particularly in sovereign and credit sectors, though they face challenges from trade issues and earnings downgrades.

In what ways are earnings downgrades affecting the manufacturing sector?

What challenges are emerging markets currently facing?