MercadoLibre, Sea, and Coupang are the dominant online retailers in their home markets, the closest equivalents to Amazon in Latin America, Southeast Asia, and South Korea. Together they serve hundreds of millions of customers across the developing world. Yet none of the three appears in the major
International index investing works differently from domestic index investing. Before anyone can build an index for “the international market,” someone has to decide which countries count as developed, which count as emerging, which qualify as investable at all, and how much weight each one gets in the
The S&P 500 is widely regarded as the gold standard of passive investing — low fees, broad exposure, no manager second-guessing valuations. For most of the past three decades, that characterization was largely accurate. That is about to change. SpaceX filed a confidential S-1 with the SEC
Secondary Evergreen Private Equity (PE) funds have expanded rapidly in recent years, offering investors diversified access to seasoned private equity investments with semi-liquid structures and faster deployment profiles. In a previous blog post, I discussed why investing early in these funds can be particularly advantageous: Why Investing
Over the past three years since the introduction of ChatGPT, the S&P 500’s rally has been powered by one dominant theme: Artificial Intelligence. While the Magnificent 7 dominate headlines and index returns, our analysis shows that the AI narrative runs much deeper. From semiconductors and data-center utilities
Diversification across global markets has long been a cornerstone of modern portfolio theory. Many investors naturally allocate to international developed and emerging-market funds to broaden exposure beyond U.S. borders.Most asset-allocation models include at least 20% international equity, and virtually all target-date funds maintain a meaningful global component.
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