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.
10.29.2020
October has been a tale of two months for equity market participants. While the first half of the month saw…
10.27.2020
The third quarter of 2020 featured a major rebound in economic data amid an intense battle for the presidency and…
10.22.2020
This video features an in-depth analysis of the third quarter’s performance, coinciding with our 3Q Asset Allocation Update newsletter (coming next…
10.13.2020
As the calendar flipped to 2020, many market prognosticators agreed that one of the longest economic expansions on record would…
10.08.2020
Against the current backdrop of unprecedented monetary stimulus, investors have become increasingly wary of future inflation and its potential degenerative…
09.30.2020
Over the last ten years, the landscape for emerging market equities (EM) has changed. In the first decade of the…
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