Q3 2020 Market Insights Video

October 22, 2020 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner

This video features an in-depth analysis of the third quarter’s performance, coinciding with our 3Q Asset Allocation Update newsletter reviewing risks and opportunities heading into the final quarter of the year. Our Market Insights series examines the primary asset classes we cover for clients including the U.S. economy, fixed income, U.S. and non-U.S. equities, hedge funds, real estate, infrastructure, private equity, and private credit, with presentations by our research analysts and directors.

Featuring:
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner
Brandon Von Feldt, CFA, Research Analyst
Ben Mohr, CFA, Director of Fixed Income
Colleen Flannery, Research Analyst
David Hernandez, CFA, Senior Research Analyst, Non-U.S.Equities
Jessica Noviskis, CFA, Senior Research Analyst, Hedge Funds
Will DuPree, Senior Research Analyst, Real Assets
Joe McGuane, CFA, Senior Research Analyst, Alternatives
Derek Schmidt, CFA, CAIA, Director of Private Equity
Brett Graffy, CAIA, Research Analyst

Sign up for research alerts to be notified when we publish new videos here.
For more information, questions, or feedback, please send us an email.

 

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. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner

Get to Know Greg

Related Content

02.12.2024

A Primer on Alternative Credit

Alternative credit, also referred to as private credit or private debt, has emerged as an area of significant interest for…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF. General description: Line chart showing down rounds in venture capital-backed companies. Chart subtitle: Over the last two years, there has been a noticeable increase in down rounds for venture-backed companies. Chart source: Source: Cooley GO as of September 30, 2023 Chart visual description: Y-axis labeled “Down Rounds as a % of Total” and ranges from 0% to 30%. X-axis labeled in quarterly increments, from 1Q21 through 3Q23. Down Rounds (% of Total) plotted in dark orange; average plotted in dotted light orange. Chart data description: Average at 9.6%. 1Q21 at 5.7%. 2Q21 at 2.7%. 3Q21 at 2.3%. 4Q21 at 0.4% (trough for period shown). 1Q22 at 3.0%. 2Q22 at 4.1%. 3Q22 at 10.2%. 4Q22 at 14.1%. 1Q23 at 15.5%. 2Q23 at 21.2%. 3Q23 at 26.8%. End chart description. See disclosures at end of document.

02.06.2024

Another (Down) Round

Venture-backed companies tend to be nascent and typically deploy investment capital in an effort to drive revenue expansion, often to…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF. General description: Combination column and line chart showing index weight and performance for China and India. Chart subtitle: There has been a significant divergence in performance between Chinese and Indian equities over the last few years. Chart source: Bloomberg, eVestment, MSCI as of December 31, 2023. Chart visual description: Left Y-axis labeled “Cumulative Return” and ranges from -25% to +150%. Right Y-axis labeled “MSCI Emerging Markets Weight” and ranges from 0% to 50%. X-axis labeled M/D/YY in six-month increments, from 12/31/15 to 12/31/23. EM Index weights are stacked columns, with China in light blue and India in light green, at the 6/30 increment for each year. China return is plotted in dark blue line and India return in dark green. Chart data description: Please contact us for the full dataset. End chart description. See disclosures at end of document.

02.01.2024

A Tale of Two Emerging Markets

While Chinese equities have largely languished in recent time amid robust performance of Indian stocks, it is important to note…

01.26.2024

2024 Market Preview Video

This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…

01.25.2024

2024 Market Preview: A 40 Degree Day

A former colleague once described his brother-in-law to me as a “40 degree day.” The puzzled look on my face…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Five-line chart displaying commercial real estate transaction volume in recent years. Chart subtitle: Record low transaction activity has led to pricing opaqueness in the market for commercial real estate. Chart source: RCI, MSCI, AEW Global Real Estate Investment as of December 31, 2023. Chart visual description: Y-axis labeled “Month Over Month Cumulative Transaction Volume,” and ranges from $0B to $1,000B. X-axis is labeled by month. 2019 data plotted in blue line; 2020 in slate; 2021 in purple; 2022 in green, 2023 in orange. Chart data description: Please contact us for the full dataset. Each year’s end total: 2019 $610B, 2020 $440B, 2021 $881B, 2022 $764B, 2023 $369. End chart description. See disclosures at end of document.

01.24.2024

Lost in Transaction

The 10-year Treasury yield notably displayed significant movements throughout 2023. Specifically, it was largely range-bound over the summer (between 3.5%–3.8%),…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >