This video features an in-depth analysis of the first quarter’s performance with a special focus looking forward from the coronavirus pandemic and resulting economic and market impacts.
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. For more information, questions, or feedback, please send us an email.
This video coincides with our annual Market Preview newsletters and includes a recap of 2019’s performance and what investors can expect heading into 2020. 2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter 2020, there are a litany of questions facing global markets ranging from the U.S. election to trade disputes to global monetary policy, all of which will undoubtedly influence investment returns.
This video is part of our Market Insights series, a quarterly presentation designed to brief clients on the market as soon as possible after quarterly market data becomes available. Members of our research team discuss the overall U.S. economy, along with fixed income, U.S. and non-U.S. equity, hedge funds, private equity, real estate, and infrastructure.
For more information, questions, or feedback, please send us an email.
Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s research analysts and directors. In contrast to traditional investments, alternatives investing includes asset classes other than stocks, bonds, and cash (reference our Investing 101 series for more information about traditional investing concepts). This series aims to introduce trustees, staff, and other investors to the key terms and concepts they may encounter when investing in these typically less familiar asset classes.
The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are now available to view on our YouTube channel.
View each talk in the player above — use the upper-right list icon to access a specific presentation.
The Investment Case Behind ESG Investing and Implementation in Practice Nat Kellogg, CFA, Director of Manager Search
Beyond Traditional Real Estate: Exploring Opportunities in Non-Core Real Estate
Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
So Many Risks, So Little Time: What’s Next in Global Risk? Nicole Johnson-Barnes, Research Analyst
U.S. Against the World: Should Investors Still Own International Stocks? David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities
Machine Learning for Investing: How is Artificial Intelligence Being Used in Asset Management? Ben Mohr, CFA, Director of Fixed Income
Pick Your Portfolio Poison: Recession or Inflation? Greg Leonberger, FSA, EA, MAAA, Director of Research
Marquette encourages open dialogue with our consultants and research team. For more information, questions, or feedback, please send us an email.
Mohamed El-Erian is Chief Economic Advisor at Allianz, Chair of President Obama’s Global Development Council, author of two New York Times bestsellers, and former CEO and co-CIO of PIMCO.
Please contact your consultant or send our marketing team an email for the password to view the excerpts.
Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT
Please join Marquette’s asset class analysts for a live webinar based on our 3Q 2019 Market Environment. This webinar series is designed to brief clients on the market as soon as possible after quarterly market data becomes available.
The overall U.S. economy will be discussed, along with fixed income, U.S./non-U.S. equity, hedge funds, private equity, real estate and infrastructure.
Featuring: Greg Leonberger, FSA, EA, MAAA, Partner, Director of Research Jeffrey Hoffmeyer, CFA, Lead Analyst, Asset Allocation Ben Mohr, CFA, Director of Fixed Income Samantha Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities Joe McGuane, CFA, Senior Research Analyst, Alternatives Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets Brett Graffy, CAIA, Research Analyst
Who should attend: Institutional investment stewards, private clients, investment managers
Live webinar attendees will be able to submit questions to the presenters and vote in audience polls during the event. Questions will be answered during the final 15 minutes of the webinar, as time allows.
If you are unable to attend the webinar live, you can also view it afterward on demand. Registrants will automatically receive a follow-up email shortly after the end of the webinar to notify them of webinar recording availability
Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees, staff, and other investors of the key terms and concepts that they encounter most frequently, with guidance provided by several of Marquette’s research analysts and directors.
Please join members of our Defined Contribution Services Group as they review the basics of target retirement date funds. This webinar is designed to educate clients on what target date funds are, how they can differ from peers, and how they can be evaluated. For additional target date fund coverage, reference our recent white paper, Target Date Funds: Preparing Participants for Retirement.
Live Webinar – Wednesday, May 22, 2019 – 1:00-1:30 PM CT
Our 2018 Investment Symposium speakers summarize their presentations — from CEO Brian Wrubel’s opening remarks to the keynotes and flash talks.
The symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. The event featured six flash talks designed by our research team to brief clients on relevant topics and encourage timely conversations with investment consultants.
All keynote and flash talk videos are now available on demand:
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