Tom Salemy, CFA, CAIA
Managing Director
After a disappointing 2013 and a significant sell-off to begin 2014, many investors are questioning their ongoing allocations to emerging markets (“EM”). Since 2013, EM countries have consistently underperformed their developed market counterparts, with equities losing 8.8% and local currency debt declining 12.5%. This compares to the S&P 500 and the EAFE which have returned 27.2% and 20.1%, respectively, over the same time period.
04.08.2021
This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
03.31.2021
This month marked the somber one-year anniversary of the World Health Organization declaring COVID-19 a global pandemic. In addition to…
03.15.2021
A commodities supercycle is generally defined as a sustained period of broad-based above-trend movement. In the first quarter of 2020,…
03.12.2021
President Joe Biden signed the $1.9 trillion pandemic relief package yesterday amidst rising inflation and interest rates since the beginning…
03.03.2021
Frank Herbert’s science fiction novel Dune contains a litany which states that “fear is the mind-killer.” Indeed, anxieties brought on…
03.02.2021
2020 was a year in which some small-cap asset managers flourished while most struggled to adapt to the changing tides…
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