Kweku Obed, CFA, CAIA
Managing Director
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.
04.08.2021
This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
03.31.2021
This month marked the somber one-year anniversary of the World Health Organization declaring COVID-19 a global pandemic. In addition to…
03.15.2021
A commodities supercycle is generally defined as a sustained period of broad-based above-trend movement. In the first quarter of 2020,…
03.12.2021
President Joe Biden signed the $1.9 trillion pandemic relief package yesterday amidst rising inflation and interest rates since the beginning…
03.03.2021
Frank Herbert’s science fiction novel Dune contains a litany which states that “fear is the mind-killer.” Indeed, anxieties brought on…
03.02.2021
2020 was a year in which some small-cap asset managers flourished while most struggled to adapt to the changing tides…
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