Impact of Policies & Politics on Portfolios

November 02, 2017 | Nat Kellogg, CFA, President


Flash talk by Nat Kellogg, CFA at Marquette’s 2017 Investment Symposium

We recap a year of surprises and market reactions including Brexit, the 2016 U.S. election, and France’s 2017 presidential election in this session. The lesson to be learned from a year of exciting politics is similar to market performance: forecasting is difficult if not impossible and solely making decisions based on current events can lead investors down an uncertain path.

Nat Kellogg, CFA
President

Get to Know Nat

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.

Related Content

04.29.2025

Measuring the Impact of Tariffs on Equity Performance

This week’s chart shows two indices created by Morgan Stanley that seek to track the performance of companies with different…

04.28.2025

As Real Estate Finds Its Bottom, Alternative Sectors Become More Prominent

Since the onset of the pandemic, the commercial real estate market has experienced significant volatility — first benefiting from a…

04.23.2025

Growth to Gold: Wall Street’s Favorite Trade Just Changed

According to the most recent Bank of America Global Fund Manager Survey, gold has surged to the top of the…

04.17.2025

1Q 2025 Market Insights

This video is a recording of a live webinar held April 16 by Marquette’s research team analyzing the first quarter…

04.16.2025

Bracing for Stagflation

As markets swirl and stagflation fears mount, what should investors do? Our newsletter…

04.09.2025

The Volatility Roller Coaster

Earlier this week, Marquette published a newsletter detailing the ongoing market volatility caused by the Trump administration’s…

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 >