Retail Therapy: The Amazon Effect

November 02, 2017

Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2017 Investment Symposium

Amazon and e-commerce have reshaped the retail landscape. From the “death of the mall” to online shopping to personalized shopping experiences using technology, the headlines all seem to declare doom and gloom. But is change a good thing? Will brick and mortar actually ever be totally replaced? What companies and industries are benefitting from the disruption?

2026 Halftime Market Insights Webinar

JULY 23 — 1:00pm CT Please join Marquette’s research team for our 2026 Halftime Market Insights Webinar…

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Stacked column chart showing income return and capital return for various infrastructure sectors. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.29.2026

Balancing Growth and Income in Infrastructure

This week’s chart highlights the varying return profiles across key infrastructure sectors by illustrating the split between income and capital…

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Two-line chart showing Private Construction Spending for Data Centers and Public Construction Spending for Transportation from December 2013 to present in billions of dollars. Data Centers in 2013 were $1.6 billion and Transportation was $28.7 billion. Since 2022, Data Center spending has increased quickly; Transportation has increased overall but relatively steadily. April 30, 2026 data point for Data Centers was 50.7, while Transportation was 49.9. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.15.2026

Centers of Attention

The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…

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