Stock Investors to Earn Only 1% Over Inflation for Next 10 Years, Rob Arnott Says

The video discusses the economic momentum and market valuation, focusing on the Shiller PE ratio and US equity performance. It explores the value in emerging markets and the potential impact of World Bank leadership changes. The Federal Reserve's policies and their influence on market dynamics are analyzed, highlighting the Powell put. Investment opportunities in emerging markets are examined, emphasizing the narrative behind their valuation. The video concludes with a long-term outlook for emerging markets and value investing, considering market trends and potential returns.

What are the main narratives affecting emerging markets today?

What is the forecasted return for emerging market stocks over the next 10 years?

What reasons are given for the current undervaluation of value stocks?