2013 Market Preview

January 22, 2013

In the following articles, we will take a closer look at critical issues for each asset class in 2013. Each article contains insightful analysis and key themes to monitor over the coming year, themes which will underlie the actual performance of the asset classes covered. Articles are offered for the following asset classes: fixed income, U.S. equities, non-U.S. equities, hedge funds, real estate, private equity, and infrastructure.

Download PDF

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

02.12.2024

A Primer on Alternative Credit

Alternative credit, also referred to as private credit or private debt, has emerged as an area of significant interest for…

01.26.2024

2024 Market Preview Video

This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…

01.25.2024

2024 Market Preview: A 40 Degree Day

A former colleague once described his brother-in-law to me as a “40 degree day.” The puzzled look on my face…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document. General description: Three-line chart comparing S&P 500, Russell 2000, and 10-Year Treasury Yield in 2023. Chart subtitle: Movements in yields served as both headwinds and tailwinds for stock performance in 2023. Chart source: Bloomberg and Federal Reserve Bank of St. Louis as of January 17, 2024. Chart visual description: Left Y-axis labeled “Cumulative Return” and ranges from -10% to +30%. X-axis labeled in monthly increments, from Jan-23 through Jan-24. Right Y-axis labeled “Yield” and ranges from 2.0% to 5.5%. Aug. 1 labeled “10-Year Treasury Yield Climbs Above 4%.” Oct. 27 labeled “Equity market bottom and near-peak yields.” Dec. 29 labeled “End of ‘Santa Claus rally.’” S&P 500 Index plotted in purple line. Russell 2000 Index plotted in light purple line. 10-Year Treasury Yield plotted in green line. Chart data description: Please contact us for the full dataset. End chart description. See disclosures at end of document.

01.19.2024

Equities: Slow Down to Yield

While robust equity market performance in 2023 was certainly in part spurred by the strength of mega-cap technology stocks, economic…

01.18.2024

Great Expectations

After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…

12.21.2023

We’re Not So Different, High Yield Bonds and Leveraged Loans

Late last year we authored an article detailing the growing differences between the high yield and leveraged…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >