Q1 2021 Market Insights Video

April 08, 2021 | Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

This video features an in-depth analysis of the first quarter’s performance by Marquette’s research analysts and directors, reviewing general themes from the quarter and risks and opportunities to monitor in the coming months.  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, Managing Partner
Colleen Flannery, Research Analyst, U.S. Equities
Nicole Johnson-Barnes, CFA, Senior Research Analyst, Global Equities
Jessica Noviskis, CFA, Senior Research Analyst, Hedge Funds
Will DuPree, Senior Research Analyst, Real Assets
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
Director of Research, Managing Partner

Get to Know Greg

Related Content

06.10.2021

The Labor Market Is Healing, but More Slowly Than Expected

GDP growth turning positive in the first quarter, May unemployment down to 5.8% from 14.8% in April 2020, and the…

06.09.2021

Value vs. Growth: Where Do We Go from Here?

In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since…

06.03.2021

Volatility in Crypto

Bitcoin has been under pressure over the past month while Ethereum has held up relatively well, resulting in a large…

Two line charts showing Bank Loan and High Yield Spreads. Chart subtitle: Bank loan and high yield spreads are now tighter than they were pre-pandemic. First chart description: Left y-axis shows Bank Loan Spreads, ranging from 0bp to 2,500bp. X-axis shows months in two-month increments, from December 2019 to April 2021. Second chart shows the same for High Yield Spreads. Lines in each chart are the same industries: Energy (Beat-Up), Retail (Beat-Up), Transportation (Beat-Up), Financial (More Stable), Tech (More Stable), and Utilities (More Stable), with descriptors applied to those industries that fared better or worse throughout the early 2020 COVID panic. In both charts, all industries spiked in March 2020 and have since fallen to pre-pandemic levels. Chart source: Credit Suisse Leveraged Loan Index 3-year discount margin over LIBOR and High Yield Index Spread over Treasuries.

05.26.2021

Spreads Largely Pricing in a Full Recovery

Spreads for industries that were beat-up during the early 2020 COVID panic — energy, retail, and transportation — as well…

05.25.2021

Defined Contribution Plan Legislative Update – 2Q 2021

This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its

Two-line chart showing Bitcoin value and Gold in USD per Troy Ounce over the past year. Chart subtitle: Bitcoin has rallied while gold, a more traditional inflation hedge, has lagged. Chart description: Left Y-axis shows Bitcoin value from $0-70,000. Right Y-axis shows Gold in U.S. Dollars per Troy Ounce from $1,500-2,100. X-axis spans May 2020- May14, 2021 in monthly increments. Bitcoin line in brown generally only slightly increased in 2020, but had several spikes from December, with a recent peak in mid-April of 2021. Gold line in yellow-green is generally static, hovering between 1700 and 1900, though peaked above 2000 in August of 2020. The two lines converged in February and generally have moved in opposing directions since, with gold at $1831 as of May 14, 2021, and Bitcoin at $54,109. Chart sources: Coinbase, fred.stlouisfed.org, ICE Benchmark Administration Limited (IBA).

05.19.2021

Can’t Buy a Thrill

In the spring of 1973, the lyrical geniuses Walter Becker and Donald Fagen of the musical group Steely…

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 >