April 02, 2025 | 47 MIN 27 SEC

Inside Fixed Income Manager Research with Marquette Associates

To see all dakota podcasts click below

About The Episode

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting.

Frank shares insights from nearly two decades in the industry, offering valuable perspective for both asset managers and institutional allocators. From core and core-plus strategies to satellite exposures like structured credit and emerging market debt, Frank explains what makes a manager stand out—and what makes a process sustainable.

With higher yields and increased dispersion across credit sectors, the current environment has brought fixed income back to the forefront of institutional portfolios. As interest rates, inflation expectations, and geopolitical risk continue to shape the market, understanding how managers assess credit, manage liquidity, and position portfolios is more important than ever for generating stable, risk-adjusted returns.

Whether you are selecting managers or being selected, this conversation offers a clear window into what matters most to consultants and their clients today.

LISTEN HERE:

Transcript

Read Full Transcript

Inside Fixed Income Manager Research with Marquette Associates

About The Episode

Transcript

Address

Products & Services

Resources

Events

Company