Did the Fourth Quarter Wake Up a Sleeping Bear?
Like past bull markets, this most recent one since 2009 has had relatively little daily volatility, which we define here…
Read the full article >Julianna Paterra is a research analyst for Marquette Associates and has five years of investment experience. She joined the firm in 2014 and is responsible for conducting due diligence on secondary private equity products and managers and target date funds, as well as developing macroeconomic and capital markets research. She is a member of the firm’s investment committee, traditional investment manager search committee, alternative investment manager search committee, and impact investing committee.
Julianna holds a B.S. in molecular genetics with a minor in business from The Ohio State University and previously served as President of The Ohio State Alumni Club of Chicago. She is a CFA charterholder, a member of the CFA Institute, and the CFA Society of Chicago. Julianna also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®. Additionally, she is a member of Women’s Investment Professionals, Chicago.
Like past bull markets, this most recent one since 2009 has had relatively little daily volatility, which we define here…
Read the full article >A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
Read the full article >Historically, investors have attempted to capitalize from market drops by buying at the new lows in hopes that the stocks…
Read the full article >This week we examine factor performance from the Russell 1000, with a focus on the dynamic between growth and value…
Read the full article >On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE)…
Read the full article >Live Webinar – Thursday, July 19, 2018 – 1:00-2:00 PM CT
Read the full article >Volatility is a normal and healthy component of any market. While 2017 lacked typical market volatility, 2018 has experienced its…
Read the full article >Live Webinar – Wednesday, April 18, 2018 – 1:00-2:00 PM CT
Read the full article >As January closes, it is not uncommon for New Year’s resolutions to go up in smoke; one publication has suggested…
Read the full article >Live Webinar – Thursday, January 25, 2018 – 1:00-2:00 PM CT
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 >While many are familiar with technical analysis and its claimed prophetic approach to the markets using historical performance, this week…
Read the full article >How do performance trends differ between quantitative and fundamental strategies? This week we explore those differences amongst U.S. large, mid,…
Read the full article >The Easter Bunny has a lot to celebrate this holiday as cocoa and sugar prices continue to slump. Both commodities…
Read the full article >Historically, two indices have moved hand-in-hand: the Global Economic Policy Uncertainty Index and the VIX Index. The former is a…
Read the full article >As 2016 performance trickled in, the depth and prevalence of underperformance became very apparent. What made 2016 such a particularly…
Read the full article >January is a time to reflect on the past year and assess what went right and what went wrong, and…
Read the full article >While the above curves are simple in appearance, they can hold great predictive power for investors. Futures curves are just…
Read the full article >Most investors likely understand what is known as “fundamental” investment analysis: analysts assess a company’s health based on revenue, earnings,…
Read the full article >The biotech industry has taken a beating and dropped about 35% since its peak last summer as many investors have…
Read the full article >While the Olympic Games certainly impact a host country’s balance sheet, what about their impact on the local stock market?…
Read the full article >Technical analysis enables speculators to make future market predictions based solely upon a charted historical past; the actions of the…
Read the full article >Given the recent drops in oil and U.S. equity prices, many have concluded that the significant decline in oil prices…
Read the full article >Historically, the retail industry, a subset of the consumer discretionary sector, experiences an upswing during the winter months as holiday…
Read the full article >The Nasdaq Biotech Index enjoyed another great run in 2014, returning 34% for the year and over 220% since 2011….
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