Keep Your Eye on the Labor Market
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
Read the full article >Jessica Noviskis is the associate director of alternatives for Marquette Associates and has 16 years of investment experience. She joined Marquette in 2020 and provides thought leadership on alternatives investing and capital markets research. Jessica is responsible for leading the due diligence of alternative strategies, providing guidance on product selection, and developing actionable views based on a macroeconomic and capital markets outlook. She is the chair of the firm’s alternative investment manager search committee and a member of the investment committee and OCIO committee.
Prior to joining Marquette, Jessica was a senior analyst at 1060 Capital Management where her team managed a long/short equity hedge fund. Previously, she was a vice president at Brookfield Investment Management and an analyst at Artisan Partners.
Jessica holds a B.B.A. in finance, investment and banking from the University of Wisconsin-Madison and an M.S.M. in finance analysis from the University of Wisconsin-Milwaukee Lubar School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago.
The Fed turned the page and began lowering interest rates with an outsized 50 bp cut at its September FOMC…
Read the full article >First quarter earnings season is getting started, with the largest banks reporting first. In the wake of last year’s regional…
Read the full article >Is a recession coming to the U.S.? It’s a question that has been asked since 2022, as the Fed’s rapid…
Read the full article >On Wednesday, June 12, Jessica Noviskis, CFA will be speaking at the inaugural 2024 Women’s Private Credit Summit…
Read the full article >On Monday, May 20, Dave Smith, CFA and Jessica Noviskis, CFA will be speaking at the…
Read the full article >After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…
Read the full article >On Thursday, April 18, Jessica Noviskis, CFA and Evan Frazier, CFA, CAIA will be speaking at…
Read the full article >On Friday, February 9, Marquette will be joining CFA Society Chicago’s Professional Development Advisory Group for a Lunch and Learn…
Read the full article >Though the regional banking turmoil that surfaced in March has largely faded into the background, Moody’s brought focus back to…
Read the full article >Fitch Ratings unexpectedly downgraded the U.S. government’s credit rating one notch from AAA to AA+ on August 1, 2023. This…
Read the full article >While not as commonly dissected as earnings and multiples, liquidity is a key driver of equity markets. An influx of…
Read the full article >Commercial real estate is increasingly being dubbed the next shoe to drop as markets assess the fallout from the regional…
Read the full article >This video is a recording of a live webinar held April 20 by Marquette’s research team, featuring in-depth analysis of…
Read the full article >On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI, jointly hosted by the CFA…
Read the full article >On Thursday, July 13, Jessica Noviskis, CFA will be speaking at the Industry Roundtable for Investment Professionals hosted…
Read the full article >Silicon Valley Bank (SVB), the 16th largest bank in the U.S. by assets as of year-end 2022, was shuttered by…
Read the full article >The U.S. debt ceiling was initially established in 1917 as a limit on how much the federal government was allowed…
Read the full article >On Wednesday, March 22, Jessica Noviskis, CFA will be speaking at the OCIO Central Summit hosted by Portfolio…
Read the full article >This video is a recording of a live webinar held July 20th by Marquette’s research team, featuring in-depth analysis of…
Read the full article >On Wednesday, June 15th, Jessica Noviskis, CFA will be speaking as part of an ongoing Meet the…
Read the full article >Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…
Read the full article >All eyes are on rates this week as the Federal Open Market Committee (FOMC) convenes for the third time this…
Read the full article >On Thursday, August 5th, Jessica Noviskis, CFA will be speaking at the Portfolio Construction and Asset Allocation…
Read the full article >On Friday, May 21st, Jessica Noviskis, CFA will be speaking at the Association of Investment Management Sales…
Read the full article >“The lumber experience,” as coined by Federal Reserve Chair Jerome Powell, has become the poster child for transient inflation. After…
Read the full article >This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
Read the full article >What a year it has been. Officially one year after the equity market’s bottom on March 23rd, 2020, all major…
Read the full article >A commodities supercycle is generally defined as a sustained period of broad-based above-trend movement. In the first quarter of 2020,…
Read the full article >Rising inflation and interest rates have not been real issues for investors for several years, but both have remained popular…
Read the full article >A group of small-cap stocks made big waves last week as retail day traders collaborated online to drive up certain…
Read the full article >2020 was a year like no other and has left investors across the world wondering what the future looks like….
Read the full article >The market’s continued rally following the U.S. election has been a welcome relief, even more so for value investors. Since…
Read the full article >Of the many reasons the 2020 election may make history, expected record voter turnout is perhaps the best. By October…
Read the full article >This video features an in-depth analysis of the third quarter’s performance, coinciding with our 3Q Asset…
Read the full article >Volatility Risk Premium (“VRP”) strategies have struggled this year. The market’s extreme moves led to losses for put writing strategies…
Read the full article >The investment landscape looks different post-COVID. Real interest rates have fallen into negative territory. The outlook for investment portfolios built…
Read the full article >Gold prices are hitting new highs, closing above the $2,000 per ounce threshold for the first time yesterday, August 4th….
Read the full article >This video features an in-depth analysis of the second quarter’s performance and coincides with our 2Q Asset…
Read the full article >The second quarter of 2020 proved to be as eventful as the first, with slow economic results being largely ignored…
Read the full article >Though it has so far taken somewhat of a backseat to the COVID-19 pandemic and global protests for racial justice,…
Read the full article >On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…
Read the full article >Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…
Read the full article >Amid today’s extraordinary levels of uncertainty and speculation, we welcome anything that can offer some sense of visibility. Earnings season…
Read the full article >The longest bull market in history ended abruptly in March as U.S. stocks finished their worst quarter since the Global…
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