Tom Salemy, CFA, CAIA
By now, most investors are familiar with emerging market stocks and their benefits to overall portfolio performance. Favorable demographics, urbanization, escalating levels of wealth, and rising consumer spending are all long-term secular trends that have emerged as compelling reasons to include emerging markets in institutional portfolios.
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have…
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to…
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