March 2: Coronavirus Update and Portfolio Guidance

March 02, 2020 | Greg Leonberger, FSA, EA, MAAA, FCA, Partner, Director of Research

Last week was a painful one for the equity markets as fears about the coronavirus drove investors out of stocks and markets into correction territory. The following newsletter summarizes last week’s developments and provides specific commentary on what to watch for across the major asset classes that constitute investor portfolios.

Read > March 2: Coronavirus Update and Portfolio Guidance

As always, please reach out to your consultant or our research team for more details about any of the information presented in this update. For more Marquette coverage on coronavirus, reference our previous newsletter (January 28) and Chart of the Week posts (February 13, February 21, February 26).

 

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.

Greg Leonberger, FSA, EA, MAAA, FCA
Partner, Director of Research

Get to Know Greg

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.

Related Content

07.24.2026

2026 Halftime Market Insights

This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…

07.22.2026

Under the Radar for the Second Half

The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…

Three-line chart showing cumulative returns for the KOSPI Index, SK Hynix, and SK Hynix Daily 2x Leveraged ETF from June 30, 2025 to June 30, 2026. While the KOSPI Index is at 137% cumulative, SK Hynix is at 671% and the ETF is at 948%, highlighting the growing role of ETFs. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.20.2026

Wagging the Dog

Our most recent Chart of the Week publication discussed how the AI investment opportunity has expanded beyond…

Seven-line chart showing cumulative return for Alphabet, Amazon, Meta, Samsung, SK Hynix, Microsoft, and Micron from January 2026 through July 10, 2026. Samsung, SK Hynix, and Micron have all outperformed other companies shown, highlighting the increasing demand for hardware in the current surge of AI-related infrastructure manufacturing. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.13.2026

The Modern Gold Rush

One of the enduring lessons of the California Gold Rush is that the greatest fortunes were often made not by…

Column chart showing share of private equity exit value by type in billions across acquisition, buyout, public listing, and continuation vehicles annually, 2016 to 2026 YTD. Since 2019, continuation vehicles have grown in share, with 2025 at their highest level of $98b. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.06.2026

To CV or Not to CV?

Since traditional exit routes have remained constrained in recent years due to higher interest rates, valuation gaps, and a subdued…

Stacked column chart showing income return and capital return for various infrastructure sectors. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.29.2026

Balancing Growth and Income in Infrastructure

This week’s chart highlights the varying return profiles across key infrastructure sectors by illustrating the split between income and capital…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >