05.07.2025
I Want a New Drug
The aging population in the United States has garnered increasing attention over the past two decades, coinciding with the retirement…
2018 Investment Symposium flash talk by Ben Mohr, CFA
Given the current fixed income environment of rising rates and tight credit spreads, investors are questioning how much interest rate risk and credit risk they should hold in their portfolios. This session addresses the questions of how much duration (interest rate risk) and credit risk investors should take by examining current market conditions, anticipated changes, and an overall assessment of where we are in the credit cycle.
A summary of this flash talk can be downloaded here.
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.
05.07.2025
The aging population in the United States has garnered increasing attention over the past two decades, coinciding with the retirement…
04.29.2025
This week’s chart shows two indices created by Morgan Stanley that seek to track the performance of companies with different…
04.28.2025
Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…
04.23.2025
According to the most recent Bank of America Global Fund Manager Survey, gold has surged to the top of the…
04.17.2025
This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…
04.17.2025
No, you are not seeing double. This very special edition of our chart of the week series comes with an…
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