Gresham Partners’ Ted Neild: How We Beat the Index by Ignoring It

Core Viewpoint - Emerging markets have significantly outperformed U.S. stocks over the past year, with the iShares MSCI Emerging Markets ETF returning over 39% compared to the SPDR S&P 500 ETF Trust's 17% [1] Group 1: Performance Comparison - The iShares MSCI Emerging Markets ETF has returned more than 39% in the last 12 months [1] - The SPDR S&P 500 ETF Trust has only returned 17% in the same period [1] Group 2: Factors Influencing Performance - Factors such as fading U.S. dollar strength and overseas earnings momentum are contributing to the strong performance of emerging markets [1] - Ted Neild, CEO and chief investment officer at Gresham Partners, believes the current setup for emerging markets relative to developed markets is more favorable than in the past decade [1] Group 3: Institutional Insight - Gresham Partners is a wealth management firm with $13.2 billion in assets, serving 125 wealthy families [1]