Marquette Associates

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NFL owners recently approved allowing private equity firms to purchase small stakes in teams, marking a notable shift in the league’s ownership rules. Learn more in this newsletter by Evan Frazier, CFA, CAIA, Hayley McCollum, and Matthew Nowak, AIF®. bit.ly/FootballPEpiece

Patrick Wing and Sarah E.R. Wilson will be presenting “2024 PA County Database Overview & 2025 Market Outlook” at the Pennsylvania State Association of County Controllers’ (PSACC) 2024 Fall Workshop tomorrow in Lancaster. bit.ly/maiPSACCfw2024

Higher prices, along with high mortgage rates and reluctant sellers, have combined to keep potential first-time buyers largely out of the housing market in recent years. Read on in our #chartoftheweek, “First-Time Buyer Beware” by Michael Carlton: bit.ly/BuyerBewarecotw

David Smith, CFA and Frank Valle, CFA, CAIA will be speaking tomorrow at the 11th Annual Central States Institutional Forum hosted by @MarketsGrp in Nashville. bit.ly/FVmgcs2024

The discrepancies between polling data and the results of this election and other recent contests beg the question: Is there a better way to predict the outcome of elections? Enter the betting markets… Read our #chartoftheweek by Frank Valle, CFA, CAIA: bit.ly/AtOddsChart

Managing Partner Patrick W. Wing will be moderating a panel at PENNSYLVANIA ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS′ (PAPERS) 2024 Fall Workshop today entitled, “Private Equity Pulse: Uncovering Today’s Investment Trends.” bit.ly/PWpapersf2024

NCREIF Property Index returns have been nearly identical across Democratic and Republican administrations throughout history. Read our #chartoftheweek, “Presidents, Real Estate, and Consistency” by Andrew Taylor: bit.ly/PresRE

Ryan P. Tracy, CFP® will be moderating two panels at @MarketsGrp’s 9th Annual Southwest Institutional Forum today: “Investments in Private Markets – How to Best Utilize Them” and “The Best Upcoming Private Credit Opportunities Since ‘08.” bit.ly/RTmgsw2024

Frank Valle, CFA, CAIA and Evan Frazier, CFA, CAIA will be speaking at the 2024 Pension Conference hosted by the Associated Fire Fighters of Illinois (AFFI) tomorrow in Springfield, providing a 2025 Market Outlook for attendees. bit.ly/MarqAFFI2024

Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain States Forum hosted by @MarketsGrp today in Denver, moderating the “Effectively Investing Through Alternative Markets; Diversification & Returns” panel. bit.ly/RTmgpwm2024

Luis Sierra, CFA will be speaking at @naaonline's Chicago Allocator Connection Roadshow tomorrow, joining two sessions. bit.ly/LSnaachi2024

With many of the #Magnificent7 companies set to report third quarter results later this week, Evan Frazier, CFA, CAIA analyzes expectations going forward in our #chartoftheweek, “Earnings Don’t Grow to the Sky.” bit.ly/EarningsSky

Managing Partner Patrick W. Wing is speaking at the Institute of Internal Auditors Annual Joint Controller’s Seminar today, presenting “Behavioral Investing in the Current Market Environment” for attendees. bit.ly/PWjcc2024

During his presidential term, Donald Trump increased tariffs on Chinese imports to address unfair trade practices, triggering a trade war that persists to this day. Read our #chartoftheweek, “A New Tariff in Town?” by Grace Colson here: bit.ly/NewTariffTown

In this edition of his quarterly letter, Director of Research Greg Leonberger, FSA, EA, MAAA, FCA examines a variety of historical data cuts to determine what market impacts might be expected based on the outcomes of this year’s elections. Read it here: bit.ly/MktDoesntCare

Evan Frazier, CFA, CAIA will be speaking at the Alternative Investment & DealConnect Summit hosted by Private Markets Insider in Chicago today, moderating a panel entitled, “Secondaries Reach New Heights in Private Equity & Credit.” bit.ly/EFpmi2024

Price levels in Mexico have recently seen significant moderation thanks to aggressive action by Banxico in the wake of the pandemic. Read our #chartoftheweek by Eddie Arrieta here: bit.ly/mexrates

Ibrahim Rashid will be speaking on two panels at the 3rd Annual ESG & Impact Investor Summit co-hosted by Sahar Global Summits and Malk Partners today and tomorrow. bit.ly/IRsahar2024

Join our research team next Wednesday, October 23 at 1:00pm CT for our quarterly Market Insights webinar, analyzing the third quarter across the economy and various asset classes as well as themes we’ll be monitoring for the remainder of the year. marquetteassociates.com/3q-2024-market…