Tom Masi

Bloomberg – Tom Masi quoted

February 22, 2021

Equity Portfolio Manager, Tom Masi, CFA was quoted in a Bloomberg article, entitled, “ESG Magnates Pour Money Into Asia as Rest of Developing World Lags.”

Please note that the article should have referenced GW&K’s Emerging Wealth Equity Strategy.

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GW&K Emerging Wealth Update: Week Ending February 26, 2021

Global Equity | Commentary

Download PDF Market Performance Emerging market equities, as measured by the MSCI Emerging Markets Index (Net), finished the week down -6.3%, led by a selloff in growth stocks. The Growth Index declined -7.9%, compared to the Value Index, which declined -4.6%. For the year-to-date period, the MSCI Emerging Markets Index total return of 3.9% has

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Tom Masi

Reuters – Tom Masi Quoted

Global Equity | News Article

Equity Portfolio Manager, Tom Masi, CFA was quoted in two Reuters articles, entitled, “China’s stocks post worst week in early 2-1/2 yrs as bond yields surge” and “China, Hong Kong stocks drop over 2% as bond yield surge.” By clicking on any of the links you will be redirected to an external site. These links

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GW&K Global Perspectives: Will U.S. Fiscal Stimulus Reverse Dollar Weakness? – February 2021

Global Equity | Commentary

Download PDF Highlights Despite widespread expectations for further weakness, the U.S. dollar has risen this year versus developed market (DM) currencies. A key question is whether U.S. fiscal stimulus is bullish for the dollar. That looks unlikely given the recent significant expansion of America’s trade and current account deficits. Historically, given large U.S. external deficits,

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