Research — Marquette Associates

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07.24.2026

2026 Halftime Market Insights

This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…

07.22.2026

Under the Radar for the Second Half

The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…

Three-line chart showing cumulative returns for the KOSPI Index, SK Hynix, and SK Hynix Daily 2x Leveraged ETF from June 30, 2025 to June 30, 2026. While the KOSPI Index is at 137% cumulative, SK Hynix is at 671% and the ETF is at 948%, highlighting the growing role of ETFs. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.20.2026

Wagging the Dog

Our most recent Chart of the Week publication discussed how the AI investment opportunity has expanded beyond…

Seven-line chart showing cumulative return for Alphabet, Amazon, Meta, Samsung, SK Hynix, Microsoft, and Micron from January 2026 through July 10, 2026. Samsung, SK Hynix, and Micron have all outperformed other companies shown, highlighting the increasing demand for hardware in the current surge of AI-related infrastructure manufacturing. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.13.2026

The Modern Gold Rush

One of the enduring lessons of the California Gold Rush is that the greatest fortunes were often made not by…

Column chart showing share of private equity exit value by type in billions across acquisition, buyout, public listing, and continuation vehicles annually, 2016 to 2026 YTD. Since 2019, continuation vehicles have grown in share, with 2025 at their highest level of $98b. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.06.2026

To CV or Not to CV?

Since traditional exit routes have remained constrained in recent years due to higher interest rates, valuation gaps, and a subdued…

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…

06.25.2026

Commodities: An Overview of the Asset Class

Commodities represent a unique asset class within global financial markets. Like equities and bonds, commodity prices are influenced by the…

Two-line chart showing median and average time in years for global unicorns to exit, 2016 to 2025. The 2025 data point (9.2 years median, 9.7 years average) is the highest point charted. In 2016, the median was 6.1 years and average was 6.0. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.22.2026

The VC Convergence Era

When Benchmark, one of Silicon Valley’s most renowned early-stage venture capital firms, closed $2 billion across two new funds this…

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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