Research — Marquette Associates

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- Aimee O’Connor, CFP®
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Combination stacked column and line chart showing U.S. Buyout (private equity) Net Asset Value holding periods, 2011 to 2025. Column categories include holding periods

08.31.2026

Zombie, Inc.

Private equity has always had a few portfolio companies that refused to leave the party. Today, however, the industry appears…

Five-line chart comparing yield on 30-year debt instrument for the United States, United Kingdon, France, Germany, and Japan, December 2021 to August 21, 2026. First data point in order listed previously: 1.9%, 1.1%, 0.9%, 0.2%, 0.7%. Most recent: 5.3%, 5.8%, 4.9%, 3.8%, 4.1%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

08.24.2026

Long Weakened

The global bond market is facing renewed pressure as investors demand higher yields to hold long-dated government debt, pushing borrowing…

Column chart showing total deal size for 14 non-financial corporate bond deals of $20B or more since the start of 2025. Out of 14, only three were unrelated to AI or hyperscalers. For full dataset, please contact marquettemarketing@marquetteassociates.com.

08.17.2026

Supersize Me!

As a college football player struggling to put on mass, the “supersizing” deal at McDonald’s was hard to beat. For…

08.10.2026

The Yen is Wayward… but Investors Carry On

After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…

Combined column and line chart showing expected hikes/cuts and policy rate as of 12/31/2025 through 7/31/2025 as well as the actual policy rate for upcoming Fed meetings, 12/31/2025 through 12/9/2026. As market expectations have changed in 2026, investors' original outlook for two rate cuts were priced out in March and eventually switched to two rate hikes. For full dataset, please contact marquettemarketing@marquetteassociates.com.

08.03.2026

Hit the One in the Middle, Mr. Chairman!

In the cinematic masterpiece Rocky IV, Rocky gets dazed by his opponent, Captain Ivan Drago, and complains that he sees…

Column chart showing redemption volume for business development companies (PDCs) in billions of dollars by quarter, 1Q 2022 to 2Q 2026. Filled redemptions are shown in solid orange, but 1Q and 2Q 2026 also include stacked lighter orange for Unmet Redemptions data (-$6.5B and -$9.7B, respectively). Up to the second half of 2025, volume hovered at less than -$2B, but has since increased. For full dataset, please contact marquettemarketing@marquetteassociates.com.

07.27.2026

Liquidity Isn’t Free

The rapid growth of non-traded business development companies (BDCs), which are investment vehicles that pool investor capital to make loans…

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…

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