Greg Leonberger, FSA, EA, MAAA, FCA
Partner, Director of Research
This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes from the quarter and risks and opportunities to monitor in the coming months.
Our Market Insights series examines the primary asset classes we cover for clients including the U.S. economy, fixed income, U.S. and non-U.S. equities, hedge funds, real estate, infrastructure, private equity, and private credit, with presentations by our research analysts and directors.
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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. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
06.29.2026
This week’s chart highlights the varying return profiles across key infrastructure sectors by illustrating the split between income and capital…
06.25.2026
Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…
06.22.2026
When Benchmark, one of Silicon Valley’s most renowned early-stage venture capital firms, closed $2 billion across two new funds this…
06.15.2026
The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…
06.08.2026
Hi, James Torgerson here! Volatility can be an unsightly blemish on portfolios and lead to inferior risk-adjusted returns. Private credit…
06.01.2026
The MSCI Emerging Markets Index has undergone a significant structural transformation in recent years. For much of the past decade,…
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