Sean Markowicz, CFA

Strategist, Research and Analytics

Highlight

Economics

10DEC 2019

The rise of US superstar firms: how will it impact investors?

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

2018

AUGUST

23AUG 2018

Economics

What it takes to be promoted to emerging market status

We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.

JUNE

25JUN 2018

Economics

Where’s the value in value investing?

The past decade has been marked by several unique features that have turned the value style of investing on its head. Sean Markowicz explains why this abnormal trend may be coming to an end.