Columbia Threadneedle's Al-Hussainy on Global Bonds

The video discusses the impact of geopolitical events, particularly in Russia and China, on emerging markets. It highlights the segregation of Russian assets due to sanctions and the limited economic intervention from China. The performance of EM local debt is analyzed, considering factors like inflation and Fed policy. The trajectory of the dollar and its implications for investment strategies are also explored.

What are the implications of the geopolitical instability in Russia for emerging market investors?

How does the performance of Chinese financial assets relate to the broader emerging markets?

What are the potential effects of a stronger recovery in China on commodity prices?

What factors contribute to the current performance of EM local debt?

In what ways could the trajectory of the US dollar impact emerging market investments?