Greg Leonberger, FSA, EA, MAAA, FCA
Partner, Director of Research
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and market-specific variables to monitor over the last six months of the year. This time, however, I enlisted the help of some colleagues — Frank Valle, Evan Frazier, Fred Huang, and Weston Whalen — to identify more subtle yet materially influential factors to watch across the economy and capital markets. Make no mistake: the headline topics of Fed policy, interest rates, geopolitics, earnings, and overall diversification remain paramount to long-term investment success, but the following metrics will likely determine if the positive performance of 2026 continues for the second half of the year.
Read > Under the Radar for the Second HalfThe 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.
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