With future growth certain to take place in the emerging world, creating an allocation to EM is key to a long-term, diversified, global portfolio approach.
The right combination of global diversification, active stock selection (over passive “beta” investing), and thoughtful financial planning can provide a strong basis for every investment process.
With an understanding that Fed policy has been a substantial driver of asset markets, there is value in considering the rate environment and stance of our policymakers going forward.
