10.24.2024
3Q 2024 Market Insights
This video is a recording of a live webinar held October 23 by Marquette’s research team analyzing the…
Consensus among market prognosticators is that the Federal Reserve (“Fed”) will raise interest rates this year. However, there is less agreement about when rates will start to rise, as well as how the shape of the yield curve will shift as rates start to ascend. To gain a better sense of when the rate hike can be expected to begin as well as how the shape of the yield curve is expected to change, we surveyed 41 fixed income investment management firms, large and small, for their best estimates based on the current market environment. In addition, we collected responses on when to expect a major credit spread widening, i.e., when we should expect major defaults from corporate bond issuers given the re-leveraging that has taken place over the last eight quarters. We also obtained from the respondents their expectation as to which region of the world might provide the best fixed income returns in 2015.
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.
10.24.2024
This video is a recording of a live webinar held October 23 by Marquette’s research team analyzing the…
10.17.2024
Like many countries in recent years, Mexico has grappled with higher-than-average inflation levels, primarily driven by elevated food and producer…
10.10.2024
U.S. small-cap equities have trailed their larger peers for over 13 years. Although the asset class has shown intermittent signs…
10.03.2024
It has been well documented that private equity has been experiencing pressures over the past two years, marked by declines…
09.19.2024
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
09.13.2024
At the start of this year, economic forecasts called for up to five 25 basis point interest rate cuts by…
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >