08.25.2025
The Impact of Artificial Intelligence on Markets
Over the last several decades, artificial intelligence (“AI”) has evolved from a theoretical concept into a transformative force across a…
Given the ongoing low interest rate environment, fixed income investors continue their unprecedented quests for yield. With the persistent slow growth in the U.S., necessary monetary easing in Europe and Japan, and the sustained slowdown in China, U.S. rates that were previously expected to rise moderately in 2014 and 2015 are now projected to rise at a much slower pace, if not remain range-bound. As a result, we expect continued strong interest in the fixed income sectors that have offered the most appealing yields and returns over the last five years: high yield, bank loans, and non-agency residential mortgage backed securities. The following paper analyzes current valuation levels as well as future return prospects over the next few years.
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.
08.25.2025
Over the last several decades, artificial intelligence (“AI”) has evolved from a theoretical concept into a transformative force across a…
08.19.2025
On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans…
08.06.2025
Despite the U.S. economy’s impressive growth in recent decades, the federal government currently faces elevated borrowing costs to fund its…
07.21.2025
Despite allocations to various segments of corporate capital structures, most balanced portfolios have a degree of overlap when it comes…
07.03.2025
This video is a recording of a live webinar held July 17 by Marquette’s research team analyzing the…
07.17.2025
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
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 >