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.
01.12.2021
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have…
01.07.2021
— COMING JANUARY 20th — This video will coincide with our annual Market Preview newsletters (also coming…
12.22.2020
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
12.21.2020
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
12.08.2020
With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to…
12.02.2020
As we head into the 2020 year-end holiday season on the heels of positive vaccine news and an all but…
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