Emerging Markets Ex China Equities Are Outperforming

The best thing you can do in a war is let's say, who's not participating and that's where I want to invest. In this conflict between Russia and the Western world, it's pretty obvious that most of the emerging markets are saying 'I want no piece of this' So I don't think it's a mystery why emerging market bonds are outperforming. And for me, you listen to the market and the markets are telling you, maybe it's a cold war, maybe it gets to something worse. Either way, let's just invest in places that aren't involved in this war.