05.04.2021
When Do Rising Rates Matter the Most?
The first quarter of 2021 saw the 10-year Treasury yield nearly double, which had a profoundly negative impact on growth-oriented…
In the following articles, we will take a closer look at critical issues for each asset class in 2013. Each article contains insightful analysis and key themes to monitor over the coming year, themes which will underlie the actual performance of the asset classes covered. Articles are offered for the following asset classes: fixed income, U.S. equities, non-U.S. equities, hedge funds, real estate, private equity, and infrastructure.
05.04.2021
The first quarter of 2021 saw the 10-year Treasury yield nearly double, which had a profoundly negative impact on growth-oriented…
04.08.2021
This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes…
04.07.2021
A typical real estate cycle has four phases: recovery, expansion, hypersupply, and recession. Typically, the recession phase is marked by…
03.31.2021
This month marked the somber one-year anniversary of the World Health Organization declaring COVID-19 a global pandemic. In addition to…
03.15.2021
A commodities supercycle is generally defined as a sustained period of broad-based above-trend movement. In the first quarter of 2020,…
03.12.2021
President Joe Biden signed the $1.9 trillion pandemic relief package yesterday amidst rising inflation and interest rates since the beginning…
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