Live Videos: 2019 Investment Symposium Presentations
The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are…
Read the full article >Ben Mohr is the director of fixed income for Marquette Associates and has 20 years of investment experience. He joined the firm in 2014 and provides thought-leadership on fixed income investing as well as fixed income asset allocation oversight. Ben is responsible for leading the due diligence of fixed income asset managers, providing guidance on fixed income product selection, and developing actionable views based on a macroeconomic and capital markets outlook. He is a member of the firm’s investment committee, traditional investment manager search committee, healthcare committee, and impact investing committee.
Ben’s experience includes investment banking at Jefferies, where he completed M&A transactions and debt and equity financings, including the $19 billion Delphi Automotive financial restructuring. More recently he was in private equity at a Bear Stearns Merchant Banking successor, where he grew portfolio companies by completing add-on acquisitions.
Ben holds a B.S. in economics from the California Institute of Technology and an M.B.A. in finance and accounting from the University of Chicago Booth School of Business. He is a CFA charterholder and a member of the CFA Society of Chicago, the Economic Club of Chicago, and the Old Masters Society at the Art Institute of Chicago.
The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are…
Read the full article >The third quarter saw mixed results for financial markets. Economic fundamentals generally remain strong but signs of deterioration are starting…
Read the full article >At our annual investment symposium last Friday, we worked through a thought-experiment with keynote speaker Mohamed El-Erian…
Read the full article >Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT
Read the full article >The U.S. Treasury yield curve briefly inverted a month ago, when the 10-year Treasury yield fell 4 basis points below…
Read the full article >Over the weekend, half of Saudi Arabia’s oil production stopped due to a drone attack on the country’s major Saudi…
Read the full article >Institutional investors are constantly searching for additional asset classes that may help diversify a portfolio and enhance returns. Catastrophe (“cat”)…
Read the full article >On Thursday, October 17th, Ben Mohr, CFA will be speaking at the 7th annual New England Institutional Forum…
Read the full article >Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
Read the full article >This morning, the key range of the U.S. Treasury yield curve that is viewed as the bellwether of recessions —…
Read the full article >On Thursday, September 19, Ben Mohr, CFA will be speaking at the 6th Annual Great Plains Institutional Forum hosted…
Read the full article >On Sunday, August 11th, Argentina’s current president since 2015, Mauricio Macri, lost the Argentine presidential primary election by a much…
Read the full article >With Trump’s surprise announcement of additional tariffs at the beginning of this month — a day after the Fed’s rate…
Read the full article >In response to the latest round of tariffs announced last week and set to take effect September 1st, China devalued…
Read the full article >On Wednesday, July 24th, Ben Mohr, CFA will be speaking at the Association of Asian American Investment Managers Chicago…
Read the full article >The Federal Reserve’s two central aims are to keep unemployment below a 5% threshold and inflation near a 2% constant….
Read the full article >On July 31, 2019, the Federal Reserve cut interest rates for the first time since the 2008 Financial Crisis from…
Read the full article >Overall, the second quarter was positive for financial markets, thanks to strong economic fundamentals and expected Fed stimulus. Unemployment remains…
Read the full article >On June 19, senior research analyst Ben Mohr, CFA‘s recent Chart of the Week, “Are Americans…
Read the full article >Global authorities such as the SEC, Federal Reserve, European Commission and European Central Bank are currently transitioning the market’s use…
Read the full article >Live Webinar – Thursday, July 18, 2019 – 1:00-2:00 PM CT
Read the full article >The eleven-year recovery since the 2008 financial crisis has been good for most Americans, allowing many to…
Read the full article >Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…
Read the full article >Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis…
Read the full article >On Wednesday, March 13, Ben Mohr, CFA, will be speaking at the 6th Annual Ohio Institutional Forum hosted by…
Read the full article >Heading into 2019, the primary risks facing financial markets were the trade war with China, the U.S. government shutdown, Brexit…
Read the full article >Health systems today face significant challenges, further complicating an ever-changing landscape. Some of the most notable trends we see in…
Read the full article >As bond yields are much higher today than they were only three years ago due to nine Federal Reserve rate…
Read the full article >Live Webinar – Thursday, April 18, 2019 – 1:00-2:00 PM CT
Read the full article >An inverted U.S. Treasury yield curve — one in which long term rates are lower than short term rates —…
Read the full article >Coming off a difficult 2018, investors face a litany of questions going into this year, whose potential answers will undoubtedly…
Read the full article >This week’s chart looks at two key indicators of the health of the U.S. credit market. The first, on the…
Read the full article >Live Webinar – Thursday, January 17, 2019 – 1:00-2:00 PM CT
Read the full article >On Wednesday, December 19, the Federal Reserve executed its fourth rate hike of 2018. This 25-basis point hike, the ninth…
Read the full article >On Wednesday, October 3, Ben Mohr, CFA, will be speaking at the Roundtable for Consultants & Institutional Investors in…
Read the full article >After eight post-recession Fed rate hikes since 2015, the U.S. Treasury yield curve continues to flatten. On Monday, December 3,…
Read the full article >This week’s chart looks at how bonds have fared during the global volatility of the last two months. In summary,…
Read the full article >Recorded Friday, September 28, 2018 — 2018 Investment Symposium
Read the full article >Recorded Friday September 28, 2018 — 2018 Investment Symposium
Read the full article >On Friday, May 18, Ben Mohr, CFA, will be a moderator at Institutional Investor’s Redefining Fixed Income Forum in…
Read the full article >Live Webinar – Thursday, October 18, 2018 – 1:00-2:00 PM CT
Read the full article >This week’s chart looks at the looming maturity wall for emerging markets debt. The chart shows the amounts coming due…
Read the full article >Live Webinar – Thursday, July 19, 2018 – 1:00-2:00 PM CT
Read the full article >Friday, September 29, 2017 8:00 AM – 2:30 PM Marquette clients…
Read the full article >Almost halfway through the year, emerging markets debt (“EMD”) returns are negative for the year, due to a variety of…
Read the full article >Socially-responsible investing (SRI) is one of the fastest-developing segments of investing and we see a ballooning trend of true action…
Read the full article >Our chart for this week examines the shape of the U.S. Treasury yield curve. With the 10-year Treasury yield recently…
Read the full article >Live Webinar – Wednesday, April 18, 2018 – 1:00-2:00 PM CT
Read the full article >The Federal Reserve announced its sixth rate hike on Wednesday, with the target fed funds rate now 1.5% – 1.75%….
Read the full article >Driven by the rising price of oil, the unknown ultimate impact of the tax cuts, strong global economic growth and…
Read the full article >Recorded Friday, September 30, 2016 Watch the video above for a briefing on the opening…
Read the full article >Each year, investors face numerous questions that can impact their portfolios, and 2018 is no different. How will tax reform…
Read the full article >The U.S. Treasury yield curve is flatter today than it was at the end of the Great Recession in 2009. …
Read the full article >Live Webinar – Thursday, January 25, 2018 – 1:00-2:00 PM CT
Read the full article >As America’s central bank, the Federal Reserve is tasked with the important power of keeping our nation’s employment and inflation…
Read the full article >Through October, bank loans are up only 3.7% compared to high yield’s 7.5% return, and the disparity between the two…
Read the full article >Recorded Friday, September 29, 2017 — 2017 Investment Symposium
Read the full article >Friday, September 30, 2016 8:00 AM – 3:00 PM Marquette clients –…
Read the full article >On Wednesday, May 18, Ben Mohr will be speaking on a panel at Institutional Investor’s 2nd Annual Redefining Fixed…
Read the full article >Recorded Friday September 29, 2017 — 2017 Investment Symposium
Read the full article >Live Webinar – Thursday, October 19, 2017 – 1:00-2:00 PM CT
Read the full article >Hurricanes Harvey and Irma substantially impacted the lives and infrastructure of all that was in their paths. They also directly…
Read the full article >Historically, healthcare organizations have covered their cost of debt by investing in a conservative mix of fixed income securities. However,…
Read the full article >The Federal Reserve continues to signal its intention to reduce its $4.5 trillion balance sheet, with the markets anticipating the…
Read the full article >Bank loans provide investors with many advantages, chief among them a floating rate feature that resets on a quarterly basis,…
Read the full article >Live Webinar – Thursday, July 20, 2017 – 1:00-2:00 PM…
Read the full article >Originally released in June 2011, this update to our position paper clarifies the myths about the asset class, and sheds…
Read the full article >Many EMD strategies hold overweight positions to Brazilian sovereign and corporate bonds, in both hard and local currencies. These overweight positions have…
Read the full article >This article offers governance best practices for public sector plan sponsors to consider. The fiduciary duties imposed on state and…
Read the full article >The Federal Reserve recently increased its commentary on how and when to reduce its $4.5 trillion balance sheet, comprised of…
Read the full article >Defined Contribution (DC) plan assets continue to grow and now total $7 trillion, with over 90 million Americans maintaining a…
Read the full article >On Thursday, January 29, Ben Mohr will be speaking at the 2nd Annual Ohio Institutional Investors Forum. Ben will…
Read the full article >On August 1, Ben Mohr was featured in a Financial Times – FundFire TV Interview. Ben spoke about how the…
Read the full article >International investment strategies such as emerging markets debt and unconstrained fixed income have seen significant volatility over the last few…
Read the full article >On July 9, Ben Mohr was featured in a Your Q&A video by FundFire, a Financial Times Service. Ben spoke…
Read the full article >Live Webinar – Thursday, April 24, 2017 – 12:00-1:00 PM CT Follow
Read the full article >On June 12, Ben Mohr was featured in a Your Q&A video by FundFire, a Financial Times Service. Ben spoke…
Read the full article >On June 12, Ben Mohr was featured in a Your Q&A video by FundFire, a Financial Times Service, discussing…
Read the full article >The Federal Reserve voted on March 15, 2017 to hike the fed funds rate by 0.25%, targeting a range of…
Read the full article >High yield bonds enjoyed significant tailwinds in 2016: During the year, the price of oil stabilized. U.S. shale oil exploration…
Read the full article >On April 23rd, Ben Mohr, senior research analyst, will be speaking at the 2014 Pension Bridge Annual at the…
Read the full article >Recent events have strengthened the case for Emerging Markets Debt (EMD). Our chart of the week shows how yields for…
Read the full article >On Wednesday, April 16th, Nat Kellogg will be speaking at the Association of Investment Management Sales Executives (AIMSE) at…
Read the full article >Live Webinar – Thursday, January 19, 2017 – 1:00-2:00 PM CT Follow
Read the full article >On December 14, 2016, the FOMC announced its unanimous decision to raise interest rates by 25 basis points, bringing the target…
Read the full article >Recorded Friday, September 30, 2016 — 2016 Investment Symposium Flash talk session on…
Read the full article >Abstract Direct lending is an established asset class that provides a total return to investors typically between that of high yield…
Read the full article >Live Webinar – Thursday, October 20, 2016 – 1:00-2:00 PM CT Follow @MarquetteView…
Read the full article >Our Chart of the Week examines the relative performance of Core and Intermediate Government/Credit fixed income strategies in rising and…
Read the full article >Given the heightened volatility in financial markets over the past year from the shale crisis to Brexit, investors are rightly…
Read the full article >Live Webinar – Thursday, July 21, 2016 – 1:00-2:00 PM CT Follow @MarquetteView…
Read the full article >The price of oil recently rose over $50 per barrel following a dip near $30 only a few months ago….
Read the full article >Given the depressed oil prices earlier in the year coupled with the recent credit rally, we have gotten many questions…
Read the full article >Live Webinar – Thursday, April 21, 2016 – 1:00-2:00 PM CT Follow @MarquetteView…
Read the full article >On October 14, 2016, institutional prime money market funds (MMFs) must shift from constant net asset value (cNAV) to floating/variable…
Read the full article >Lost among all the chatter about China and its effects on oil prices, global economies, and capital markets is the…
Read the full article >Live Webinar – Friday, January 22, 2016 – 1:00-2:00 PM CT Follow @MarquetteView…
Read the full article >At its December 16th FOMC (Federal Open Market Committee) meeting, the Federal Reserve announced a 25 basis point hike to…
Read the full article >The recent sell-off in the high yield markets caught many investors by surprise, and has emerged as a primary concern…
Read the full article >Recorded Friday, October 16, 2015 Watch the video above for a briefing on the opening…
Read the full article >Recorded Friday, October 16, 2015 — 2015 Investment Symposium Flash talk session on the outlook…
Read the full article >Certain emerging markets countries have not been safe from being thrown out as “babies with the bathwater” during the past…
Read the full article >Much has been written and discussed in the media about when the rate hike will begin and the pace at…
Read the full article >This week’s Chart of the Week takes a look at the sell-off over the last month in risk credit as…
Read the full article >Live Webinar – Thursday, October 22, 2015 – 1:00-2:00 PM CT Please join Marquette’s asset…
Read the full article >Between August 17th and 25th, the U.S. equity market – as represented by the S&P 500 Index – declined 11%….
Read the full article >Over the last week, the U.S. equity market – as represented by the S&P 500 Index – declined 11% between…
Read the full article >With a history rich in theatre, Greece’s starring role in the “Grexit” drama has featured several rounds of inconclusive negotiations,…
Read the full article >Live Webinar – Thursday, July 16, 2015 – 1:00-1:45 PM CT Follow @MarquetteView…
Read the full article >Given the environment of record issuance and low yields, one is hard-pressed to find fixed income bargains. With the S&P…
Read the full article >Live Webinar – Thursday, April 16, 2015 – 1:00-1:45 PM CT Please join Marquette’s asset…
Read the full article >Between June 2014 and the end of January 2015, oil experienced a precipitous fall from $1071 per barrel to $45…
Read the full article >Consensus among market prognosticators is that the Federal Reserve (“Fed”) will raise interest rates this year. However, there is less…
Read the full article >Many investors are concerned that the recent decline in oil prices will pose significant headwinds for investments in emerging markets…
Read the full article >Recorded Friday, September 12, 2014 2014 Marquette Investment Symposium Presenters: Ben Mohr, CFA, Senior…
Read the full article >Emerging markets debt (“EMD”) represents an outstanding asset class for investors to diversify away from U.S.-centric core bonds, which includes…
Read the full article >Recent events have raised investors’ concerns about how much runway we have left for a risk-on fixed income portfolio. First,…
Read the full article >Given the ongoing low interest rate environment, fixed income investors continue their unprecedented quests for yield. With the persistent slow…
Read the full article >With record net inflows, compressed spreads, rising levels of corporate debt, and a dramatic increase in covenant-light loans, bank loan…
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