Lombard Odier Sees Opportunities in Emerging Markets

The video discusses recent market trends, focusing on the euro-dollar dynamics and potential economic scenarios. It explores the implications of central bank policies, particularly quantitative easing, on currency valuation and economic stability. The discussion highlights the potential for a weaker dollar and the impact of structural economic forces on asset valuations. The video also examines investment opportunities, emphasizing emerging markets and the influence of global policy changes on market performance.

In what ways do structural forces influence bond yields and asset valuations?

What opportunities exist in emerging markets according to the current economic analysis?