04.13.2026
Liberation Day: One Year Later
On April 2, 2025, President Donald Trump announced a sweeping set of tariffs on imports into the United States. Dubbed…
It had been smooth sailing in equity markets since the first quarter’s bear market. The S&P 500 index eclipsed the February 19th all-time high and in August the volatility index grazed lows not seen since the beginning of the year. However, over the past week, equity markets have been in turmoil with the S&P 500 falling nearly 7.0% and the NASDAQ 100 falling into correction territory, declining 10.9% in the last three trading days.¹ The turmoil has been concentrated in the most unlikely place: growth stocks.
In this newsletter, we provide a recap of recent volatility in the U.S. equity markets and assess the sources of ongoing investor uncertainty.
Read > We’ve Come So Far, but Maybe It Was Too Fast
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.
04.13.2026
On April 2, 2025, President Donald Trump announced a sweeping set of tariffs on imports into the United States. Dubbed…
04.07.2026
On March 30, 2026, the Department of Labor (DOL) issued its proposed regulation: Fiduciary Duties in Selecting Designated Investment Alternatives….
04.06.2026
The Basel capital framework was created to ensure that banks maintain sufficient capital to absorb losses and reduce the risk…
04.02.2026
Please join Marquette’s research team for our 1Q 2026 Market Insights Webinar analyzing the first quarter across the economy and various…
04.01.2026
Fixed income is the largest global financial market and often one of the largest allocations within institutional investors’ portfolios. A…
03.09.2026
Warren Buffett once implored investors to “be greedy when others are fearful,” and this sage advice is certainly applicable to…
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