Greg Leonberger, FSA, EA, MAAA, FCA
Partner, Director of Research
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the S&P hitting another all-time high on July 10th and non-U.S. stocks significantly outpacing their U.S. counterparts through June 30th. Meanwhile, the One Big Beautiful Bill was signed into law by President Trump on July 4th with varying expectations on its impact to growth but a consensus view that it will push the deficit higher.
In this edition:
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.
02.18.2026
Healthcare systems have faced an onslaught of challenges in recent years. They had to navigate the operational and financial headwinds…
02.17.2026
Performance is a key attribute of any investment strategy with a values-based or sustainability focus. As such, analyzing the 2025…
02.09.2026
Precious metals have been going on a magnificent run in recent years. Specifically, gold moved from $1,898/ounce at the end…
02.02.2026
Macroeconomic forecasting is challenging in the best of times and proved downright impossible in 2025, which saw high levels of…
01.22.2026
Anyone who has gone snowmobiling knows it can be simultaneously exhilarating and terrifying. Throttling across snow and through a forest…
01.07.2026
This video is a recording of a live webinar held January 15 by Marquette’s research team analyzing 2025 across the…
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 >