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….
This paper explores EMD as an asset class, focusing on the benefits and risks. Further, EMD characteristics and their impact on portfolio dynamics are discussed. Recommendations as well as guidance toward making an allocation to the asset class are included.
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…
09.08.2026
Over the last several years, emerging market debt (EMD) has faced several headwinds, with rising yields across other fixed income…
08.24.2026
The global bond market is facing renewed pressure as investors demand higher yields to hold long-dated government debt, pushing borrowing…
08.10.2026
After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…
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