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…
On Tuesday, the ISM factory index for December was released, with last month’s level reaching 53.9, the highest since April. Perhaps more importantly, this was above expectations of 53.5, thus providing an unexpected surprise to the upside to kick off 2012. Stocks and commodities rose in reaction to the better than expected data, and while the economy is far from back to full health, this was welcome news to kick off the 2012 year in the financial markets.
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.
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
07.20.2026
Our most recent Chart of the Week publication discussed how the AI investment opportunity has expanded beyond…
07.13.2026
One of the enduring lessons of the California Gold Rush is that the greatest fortunes were often made not by…
07.06.2026
Since traditional exit routes have remained constrained in recent years due to higher interest rates, valuation gaps, and a subdued…
06.29.2026
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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