Tom Salemy, CFA, CAIA
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.
President Joe Biden signed the $1.9 trillion pandemic relief package yesterday amidst rising inflation and interest rates since the beginning…
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