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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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Line chart comparing Growth of $100 and Average Sharpe Ratio for MVIS BDC Index, Cliffwater Direct Lending Index as averages. Data goes back January 2010 through March 31, 2026. Average Sharpe for MVIS US BDC 0.4, Direct Lending 3.28, Bank Loan 0.79. Current datapoint for BDC is $425 and $479 for Direct Lending. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.08.2026

How to Launder Your Volatility

Hi, James Torgerson here! Volatility can be an unsightly blemish on portfolios and lead to inferior risk-adjusted returns. Private credit…

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Column chart showing weight in MSCI Emerging Market Index for Taiwan, South Korea, and China annually since 2006. Taiwan hovered around 11% up to 2021, and has increased since then, with 2026 YTD at 26.5%. South Korea has followed a similar path, averaging about 14% 2006 to 2023; 2024 dropped to 9%, but 2025 was back up to 13.3%, and its weight has jumped to 23.1% YTD. China generally increased up to 2020, peaking at 29.7% of the index, but has since mostly decreased year to year, with 2026 YTD at 19.7%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

06.01.2026

The New Face of Emerging Markets

The MSCI Emerging Markets Index has undergone a significant structural transformation in recent years. For much of the past decade,…

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05.26.2026

The Best and Worst of Times

The classic novel A Tale of Two Cities by Charles Dickens begins with the line “It was the best of…

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Four-line chart showing weight in Bloomberg Aggregate U.S. Bond Index for Treasuries, Government-Related, Corporate, and Securitized sub-indices, 12/31/1999 through 3/31/2026. For date range shown, Treasuries started at 31.7% and end at 45.9%. Government-Related start at 11.4% and end at 4.3%. Corporates start at 20.9% and end at 23.9%. Securitized start at 36.0% and end at 25.9%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

05.18.2026

The “Magnificent One”

Over the last few years, equity markets have been defined by a group of stocks often referred to as the…

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Combination column and line chart showing increase in non-renewables and renewables in net installed capacity (GW) in columns and share of new electricity generating capacity by renewables (line) annually since 2005. Renewables ave seen a marked increase in recent years (183.95GW in 2019 to 691.94GW in 2025). Renewable Share was at 86% for 2025. For full dataset, please contact marquettemarketing@marquetteassociates.com.

05.11.2026

A Renewed Focus on Renewables

In addition to the humanitarian toll of the conflict in Iran, the world is currently confronting the impact that trade…

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05.07.2026

The Fed Tackles Succession Planning

The leadership structure of the Federal Reserve is intentionally designed to promote continuity, independence, and institutional stability across political cycles….

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Stacked column chart showing Weight in S&P 500 Index in 1985, 1995, 2005, 2015, and 2025 for top 10 companies at that time, with companies stacked for each year by weight. From 1985-2015, top 10 weight ranged from 17.6% to 21.1%, but 2025's weight was 40.6%. Company makeup changes over time, with no companies from 1985/1995 categories in 2025. For full dataset, please contact marquettemarketing@marquetteassociates.com.

05.04.2026

This Too Shall Reconstitute

Rooted in medieval Persian Sufi thought, the adage “this too shall pass” speaks to the fleeting and impermanent nature of…

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Three-line chart comparing cumulative returns for MSCI EM Latin America Index, MSCI EAFE Index, and S&P 500 Index, Jan 1, 2026 through April 24, 2026. Dashed line at February 28 demarcates U.S. strikes on Iran. While all three indices dipped after war began, Latin America Index was higher to begin with and remains high. Most recent data point (4/24) for Latin America is 20.36%, EAFE is 5.7%, and S&P 500 is 5.06%. For full dataset, please email marquettemarketing@marquetteassociates.com.

04.27.2026

Let’s Hear It for Latin America

Latin American equity markets have shown remarkable strength in 2026. After a strong start to the year, the MSCI Emerging…

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