08.17.2026
Supersize Me!
As a college football player struggling to put on mass, the “supersizing” deal at McDonald’s was hard to beat. For…
Historically, healthcare organizations have covered their cost of debt by investing in a conservative mix of fixed income securities. However, for most of the recovery since the Great Recession, the yield on their debt payments exceeded the Bloomberg Barclays Aggregate (Agg) bond index yield. Therefore, many organizations were forced to consider riskier assets to cover their debt payments as a result of this adverse spread. Now that the Federal Reserve rate hikes are underway, Agg yields are once again approaching parity with healthcare issuer debt yields and thereby reducing the pressure to invest in riskier assets to make up for the spread disparity.
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.
08.17.2026
As a college football player struggling to put on mass, the “supersizing” deal at McDonald’s was hard to beat. For…
08.03.2026
In the cinematic masterpiece Rocky IV, Rocky gets dazed by his opponent, Captain Ivan Drago, and complains that he sees…
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
06.25.2026
Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…
06.08.2026
Hi, James Torgerson here! Volatility can be an unsightly blemish on portfolios and lead to inferior risk-adjusted returns. Private credit…
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