10.27.2025
Don’t Make Me Repeat Myself
To paraphrase a quote from former President George W. Bush: “Fool me once, shame on… shame on you. Fool me…
The third quarter saw mixed results for financial markets. Economic fundamentals generally remain strong but signs of deterioration are starting to emerge. Unemployment currently hovers around 3.5%, and inflation is near the Fed’s target of 2%. However, 3Q GDP growth was under 2% (though the 1.9% figure exceeded the 1.7% estimate), and the PMI index has been below 50 since August (a reading under 50 is indicative of contraction in the manufacturing sector). Overall, the most important global trends we see are the following:
The impact of these shifting dynamics is explored further in this newsletter as we review third quarter performance and expectations going forward for each of the major asset classes.
Read > Third Quarter Review of Asset Allocation: Risks and Opportunities
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.
10.27.2025
To paraphrase a quote from former President George W. Bush: “Fool me once, shame on… shame on you. Fool me…
10.22.2025
This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
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