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.
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have…
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
With short-term interest rates seemingly stuck at unprecedented low levels, a key challenge for investors today is how best to…
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