09.28.2026
Getting Real on Inflation
The phrase “expectations of higher inflation” has become a staple in financial news to explain the increase in nominal U.S….
Similar to past market preview newsletters, we enter the year with a new set of questions. What shape will Trump’s policies take and how will they impact the market? Will the formal start of the Brexit have an impact on portfolios? To what degree and pace will the Fed increase interest rates? These topics among many others are covered in the following articles as we offer our annual market preview newsletter. Each year presents new challenges to our clients, and other headlines will emerge as the year goes on; it is critical to understand how asset classes will react to each new development and what such reactions will mean to investors. The following articles contain insightful analysis and key themes to monitor over the coming year, themes which will underlie the actual performance of the asset classes covered. Recognizing that many of our clients may not have time to cover the following 30 pages of material, we offer the primary conclusions for each asset class heading into 2017.
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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.
09.28.2026
The phrase “expectations of higher inflation” has become a staple in financial news to explain the increase in nominal U.S….
09.21.2026
For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…
09.15.2026
Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…
09.14.2026
There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…
09.08.2026
Over the last several years, emerging market debt (EMD) has faced several headwinds, with rising yields across other fixed income…
08.31.2026
Private equity has always had a few portfolio companies that refused to leave the party. Today, however, the industry appears…
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