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.
11.29.2021
In this video, the authors of our recent white paper discuss the 60/40 model portfolio —…
11.23.2021
In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe…
11.18.2021
The first bitcoin futures ETF — the ProShares Bitcoin Strategy ETF — was approved on October 15th, making it easier…
11.11.2021
This legislative update covers Congress’ continued negotiation of retirement legislation with the hope of finalizing Secure Act 2.0 early next…
11.10.2021
Headlines continue to buzz with worries of supply network dysfunction that seem to span every link of the chain, from…
11.03.2021
Model portfolios — or those which adhere to a specific set of guidelines surrounding asset allocation and rebalancing — are…
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