Articles

2019

April 01, 2019

Earnings Woes for S&P Firms with More than Half of Sales Coming from Outside the U.S.

Though U.S. stocks have bounced back from their 2018 woes so far this year, S&P 500 earnings in Q1 do not look robust.

March 08, 2019

Traditional Investment Consulting: a Primer

We’ll help you build and execute a strategy that meets your unique needs.

Investment

March 05, 2019

Defined Contribution Investment Consulting: a Primer

We’ll help you navigate the complex landscape and achieve desired outcomes for all types of defined contribution (DC) programs.

Investment

February 28, 2019

Follow the Bouncing Oil Price: What Goes Down Is Back Up (For Now)

We explore the drop in oil prices across 2018, and its surge in early 2019.

January 31, 2019

Equity Markets in 2018: Reflecting on a Volatile Year

Volatility returned to world equity markets in 2018, causing turbulence in stock performance throughout the year.

2018

December 13, 2018

How Might Quantitative Tightening Affect Markets?

We consider quantitative tightening (QT)

December 05, 2018

Financial Intermediary Consulting: a Primer

We’ll give you the unbiased, independent support you need to help both your clients and your practice.

Investment

November 28, 2018

The Positives and Negatives of Trade and Tariffs

A trade deficit may sound negative, but there are consequences from running a trade deficit that are both positive and negative.

November 20, 2018

How Might the Italian Debt Crisis Affect the Eurozone—and the Euro?

The debt crisis could weigh on the euro currency if it continues.

October 17, 2018

Segal Marco’s Fall Client Research & Educational Summit: How’d It Go

The investment topics that had everyone talking.

September 11, 2018

What is Driving Short-Term Bonds’ Surprising Success?

Learn what’s leading the way—and what fixed income investors can consider moving forward

June 13, 2018

Will Ballooning Government Debt Hurt Global Growth?

Learn what global investors can consider moving forward.

May 30, 2018

FAANG 2018 Update: More Volatile and Less Cohesive

What does the future of FAANG look like – and what does it mean for your portfolio?

March 28, 2018

Volatile Markets: An Opportunity for Active Managers to Earn Their Keep?

During February, it was difficult to miss coverage of the downward trend in equity markets, which accelerated into a slump at the beginning

March 09, 2018

Is a Trade War on the Horizon?

February 13, 2018

Bitcoin: What Are the Benefits and Risks of This Recent Investing Phenomenon?

Bitcoin pricing has garnered a lot of press. But what is Bitcoin, and is Bitcoin investing worth investigating for the average investor?

February 09, 2018

Recent Market Swings: Volatility is Back

What investors need to know – and what they should do.

January 31, 2018

What Made 2017 A Positive Year For Commodities?

Higher oil prices and the response to recent cold weather in much of the United States contributed to a strong end for commodities in 2017

January 05, 2018

How Equity Returns in 2017 Proved Powerful

Equity investors should be quite pleased with 2017’s full-year results on a global scale.

2017

December 20, 2017

MiFID II: What It Is and What It Means for Your Investments

MiFID II (which stands for the Markets in Financial Instruments Directive) is a set of regulatory reforms established by the European Union.

December 06, 2017

Tax Reform: What Does It Mean for the Stock Market?

Tax reform is a main policy goal of the Republican Congressional leadership and President Trump, and it could become a legislative reality in the near

November 21, 2017

Surprise Update: Activist Nelson Peltz Elected to P&G Board

In a surprising election upset, activist investor Nelson Peltz appears to have won a seat on the Procter and Gamble (P&G) board of directors.

November 15, 2017

Should Investors Get More Out of Bank Loan Portfolios as Rates Rise?

Interest rates have been rising in the U.S., which, in theory, should be a good thing for bank loan strategies’ performance.

November 01, 2017

Segal Marco’s Annual Client Research & Educational Summit: How’d It Go?

Reflection Today, Investment Success Tomorrow was the theme of the Summit from October 18-21 at Disney’s Yacht Club Resort in Orlando, Florida.

October 18, 2017

P&G Beats Back Activist Nelson Peltz

On October 10, Procter and Gamble (P&G) shareholders narrowly voted to keep activist investor Nelson Peltz off the board of directors. Peltz and his f

October 11, 2017

Should The Fed Ease Its Rate Hike Plans to Support Productivity Growth?

The relatively modest productivity gains made during the current U.S. economic recovery is part of why jobs have not come back as strong as in the pas

September 27, 2017

How Did Hurricanes Harvey and Irma Affect U.S. Markets?

While Hurricane Irma was raging across the Caribbean and bearing down on Florida

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