Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
Each year, investors face numerous questions that can impact their portfolios, and 2018 is no different. How will tax reform further impact the capital markets? How much – and often – will the Fed raise rates in the coming year? Can international equities continue to outperform their U.S. counterparts? Should we be concerned about the levels of dry powder in the private equity market? These topics among many others are covered in the following articles as we offer our annual market preview newsletters. In the links below, readers will find a preview newsletter for each asset class that we cover, as well as a general U.S. economic preview. 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. We hope that this set of articles can assist you and your committees as you plan for 2018. Should you have any questions about any of the content, please feel free to contact myself or any of the authors or consultants here at Marquette. We also have a webinar recording available by request if you would like to hear a high-level presentation of the topics presented in these articles. Happy New Year!
U.S. Economy by Jeffrey Hoffmeyer, CFA, Lead Analyst, Asset Allocation
Fixed Income by Ben Mohr, CFA, Senior Research Analyst, Fixed Income
U.S. Equities by Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities & Rob Britenbach, CIPM, Research Analyst, U.S. Equities
Real Estate by Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
Infrastructure by Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
Hedge Funds by Joe McGuane, Senior Research Analyst, Alternatives
Private Equity by Derek Schmidt, CFA, CAIA, Senior Research Analyst, Private Equity
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