May 27, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 4:30 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.
Meet our guest: Perth Tolle, founder of Life + Liberty Indexes
Today’s Topic: Are Emerging Markets (EM) still worth an allocation?
EM has had a terrible run. Why is that?
Are there risks we have miscalculated? And have we treated EMs like DMs and ignored EM-specific risks?
How should we think about strategic EM allocations in the future?
About our Guest: Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index), a freedom-weighted emerging markets equity index strategy. Before forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Perth also has lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets.
Perth is a frequent speaker at investment industry events and provides commentary for various financial media, including WSJ, Barron’s, CNN, Bloomberg, CNBC, Cheddar, MarketWatch, and Institutional Investor. Perth was named one of the Ten to Watch in 2020 by Wealth Management magazine and one of the 100 People Transforming Business by Business Insider in 2021. The FRDM index and ETF were voted “Index of the Year” and “Best New International/Global Equity ETF 2019” by etf.com. Learn more about Perth here.
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