05.18.2026
The “Magnificent One”
Over the last few years, equity markets have been defined by a group of stocks often referred to as the…
Similar to past market preview newsletters, we enter the year with a new set of questions. What shape will Trump’s policies take and how will they impact the market? Will the formal start of the Brexit have an impact on portfolios? To what degree and pace will the Fed increase interest rates? These topics among many others are covered in the following articles as we offer our annual market preview newsletter. Each year presents new challenges to our clients, and other headlines will emerge as the year goes on; it is critical to understand how asset classes will react to each new development and what such reactions will mean to investors. The following articles contain insightful analysis and key themes to monitor over the coming year, themes which will underlie the actual performance of the asset classes covered. Recognizing that many of our clients may not have time to cover the following 30 pages of material, we offer the primary conclusions for each asset class heading into 2017.
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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.
05.18.2026
Over the last few years, equity markets have been defined by a group of stocks often referred to as the…
05.11.2026
In addition to the humanitarian toll of the conflict in Iran, the world is currently confronting the impact that trade…
05.07.2026
The leadership structure of the Federal Reserve is intentionally designed to promote continuity, independence, and institutional stability across political cycles….
05.04.2026
Rooted in medieval Persian Sufi thought, the adage “this too shall pass” speaks to the fleeting and impermanent nature of…
04.27.2026
Latin American equity markets have shown remarkable strength in 2026. After a strong start to the year, the MSCI Emerging…
04.23.2026
Diversify. Rebalance. Stay invested. Every one of these letters has concluded with that same advice in some shape or form….
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