PineBridge Investments' Slim Sees Some Stabilization of EM Currencies

The video discusses the divergence between US equities and emerging market currencies, highlighting the factors affecting emerging markets such as monetary policy divergence, a strong dollar, and geopolitical noise. It also explores the potential for stabilization in emerging markets and the outlook for the Fed's monetary policy in 2019, considering the possibility of a more dovish stance and the implications of tighter financial conditions.

How have emerging market currencies reacted compared to US equities during the recent sell-off?

What is the significance of the G20 meeting in relation to the dollar and emerging market assets?

What factors negatively impacted emerging markets in the second and third quarters of the year?

Discuss the potential risks for the Fed's monetary policy in 2019 as mentioned in the text.

What changes in financial conditions in 2018 are highlighted as significant for the investment landscape?