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Chart #1 - Line chart showing PJM summer peak load estimates in gigawatts (GW) from 2015 to 2045. The chart compares historical peak load, current capacity, and forecasts from 2024, 2025, and 2026, showing projected demand rising above current capacity over time. Chart #2 - Stacked bar chart showing U.S. power demand in terawatt-hours (TWh) for 2025 and estimated demand in 2030. The chart compares data center and non-data center demand, showing total power demand increasing over the period.

10.12.2026

The Power Demand Supercycle

This week’s chart highlights the accelerating growth of electricity demand in the U.S., which has been driven primarily by the…

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10.08.2026

3Q 2026 Market Insights Webinar

LIVE WEBINAR — OCTOBER 22 Please join Marquette’s research team for our 3Q 2026 Market Insights Webinar…

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Bar chart showing average monthly VIX levels from 1990 through October 2026. The x-axis displays months of the year from January through December, and the y-axis displays VIX level. October has the highest average VIX level among all months, while April has the lowest. The chart also includes a current VIX level and a long-term average VIX level for comparison. Source: Bloomberg as of October 2, 2026. Data series begins in 1990. For full dataset, please contact marquettemarketing@marquetteassociates.com.

10.05.2026

Spooky Season

For investors, the spookiest thing about October might not be the ghosts and monsters that are bound to show up…

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Line chart showing 10-year U.S. Treasury rate, 5-year/5-year breakeven inflation rate, and 10-year real yield from December 2025 through September 2026. The left axis shows rates from 3.6% to 5.4%, and the right axis from 1.6% to 3.0%. The Treasury rate and real yield rise notably in late 2026, while the breakeven inflation rate remains relatively range-bound around 2.3%–2.4%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

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….

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Dual-axis line chart comparing LBO/M&A/Recapitalization Activity, its average level, and the SOFR (90-Day) rate from 3Q18 through 2Q26. LBO/M&A/Recapitalization Activity ranges from approximately $0 billion to $100 billion, while SOFR ranges from 0% to approximately 5%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.21.2026

Let’s Make a Deal

For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…

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09.15.2026

Continuation Vehicles: Worth the Wait?

Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…

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Line chart comparing annualized return and annualized risk for stock-bond portfolio combinations from 1976-2019 and 2020-2026. Two lines show the range of return and risk outcomes across portfolio allocations during each period. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.14.2026

No More Free Lunch?

There are many great things about working at Marquette Associates, but “Free Lunch Tuesday” is right at the top of…

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Combination stacked column and line chart comparing EMD fund flows (columns) and index cumulative returns (lines), June 2024 to present. Indices used: JPM EMBI GD Index and JPM GBI EM GD Index. Since May 2025, Monthly Flows have been positive, with the exception of March 2026. Most recent datapoint: July 31, 2026 Hard Currency Flows $1.2B, Local Currency $1.6B, JPM EMBI GD Index at 21.2%, JPM GBI EM GD Index at 23.1%. For full dataset, please contact marquettemarketing@marquetteassociates.com.

09.08.2026

EMD’s Second Chance?

Over the last several years, emerging market debt (EMD) has faced several headwinds, with rising yields across other fixed income…

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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…

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