Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
Hopefully not another year of coal
In the spirit of holiday fun — and an effort to put 2022 investment returns behind us — we have put together our investor wish list for 2023. We have broken the wish list into two categories: the “must-haves,” which carry the most weight and are most observable, and the “stocking stuffers,” which may not be headline grabbers but are nonetheless impactful across economies and markets. Predictably, the “must-have” items focus on a reversal of the major trends that drove the markets this year; we “must have” a better outlook across at least some of these topics. The “stocking stuffers” category is a variety of topics that either directly impact the major trends from 2022 or are more targeted with their impact on specific asset classes. And while we recognize this is not an exhaustive list, we feel strongly that if these wishes come true we can all feel better about market returns in 2023.
This year’s must-haves:
And stocking stuffers:
Read > An Investor’s Holiday Wish List
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.
06.18.2025
Tensions in the Middle East spiked last week following a major escalation in the conflict between Israel and Iran, raising…
06.09.2025
In a report published last week, the Organization for Economic Cooperation and Development sharply lowered its global economic growth outlook,…
06.04.2025
This video is a recording of a live webinar held June 3 by Marquette consultants Stephanie Osten,…
06.02.2025
Capital expenditure is a crucial yet sometimes underappreciated component in real estate underwriting, as it directly eats into the cash…
05.27.2025
For many years, Japan experimented with ultra-loose monetary policy given long-term economic stagnation and persistent deflationary pressures that plagued the…
05.21.2025
Private markets have grown exponentially over the last two decades, driven by attractive long-term returns, diversification benefits, and early-stage value…
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >