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Will the Fed “Normalize” My Investment Returns?

November 02, 2017


Flash talk by Ben Mohr, CFA at Marquette’s 2017 Investment Symposium

In this session, we review common terms and concepts in fixed income including Fed rate hikes and the Fed’s balance sheet, and explore how each concept can assist investors in modeling bond returns. We also examine potential outcomes of the upcoming change in Fed leadership and FOMC and impacts on client portfolios.

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.

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