Research — Marquette Associates

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- Aimee O’Connor, CFP®
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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…

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…

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…

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…

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…

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