07.17.2025
Policy Uncertainty Blurs the Outlook
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
As the calendar flipped to 2020, many market prognosticators agreed that one of the longest economic expansions on record would continue throughout the year. Unemployment rates were near record lows across most major economies and many were expecting a record year for corporate earnings. The signing of the Phase One U.S-China trade deal helped drive markets to all-time highs in the early part of February. Nobody saw the rapid escalation of a global pandemic that pushed the global economy into recession and global markets into a tailspin.
This newsletter covers the shift in distressed investing this year amid the uncertainty surrounding the length and economic impacts of the pandemic, including a look back at the previous expansion that led to exponential growth of leveraged credit markets. Historically, distressed hedge funds have performed well after a crash, and as companies across many sectors face immense pressure, this current cycle is likely to create a robust opportunity set.
Read > Distressed Investing: Missed Opportunity?
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.
07.17.2025
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
07.16.2025
Emerging markets (EM) equities have gone through cycles of performance throughout time, creating varied investor sentiment towards the asset class….
07.09.2025
The One Big Beautiful Bill Act was passed by Congress and signed into law by President Donald Trump on July…
07.07.2025
Late last week, President Trump signed a sweeping tax and spending package, branded by the White House as the “One…
07.03.2025
Please join Marquette’s research team for our 2025 Halftime Market Insights Webinar analyzing the first half of the…
06.30.2025
NATO has decided to take the phrase “don’t bring a knife to a gun fight” quite literally. Last week at…
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