Kweku Obed, CFA, CAIA
The purpose of this newsletter is not to debate whether one index provider’s methodology is superior to another index provider’s; there are several papers in the market place that expertly do this in great depth. Rather, we wish to highlight that given the broad choice of core equity EM mandates that are available in the marketplace, investors should look to be on the same definitional page as their chosen or desired asset manager(s) as to what constitutes “emerging market” exposure.
On July 31, 2019, the Federal Reserve cut interest rates for the first time since the 2008 Financial Crisis from…
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