Articles
Top Five Reasons the U.S. Fed Will Keep Rates Low for Now
Spending Spree or Disappointing Drip?
Are post-pandemic economic forecasts grounded in reality?
Pension Plan Funded Status Increases as Interest Rates Rise
Our model pension plan funded status skyrockets as interest rates increase.
The Effect of Rising Rates and Longer Duration on Fixed Income Returns
Much media attention has been given recently to the swift rise in interest rates in the U.S., particularly at the back end of the yield curve.
DOL Pivots Away from Recent Rules on ESG and Proxy Voting
On March 10, 2021, the DOL issued an expected statement that it will not enforce recent rules on ESG and proxy voting.
Cozy: The U.S. Economy in Three Graphs
One of the promises of every politician seems to come down to an expression like “to get this economy moving again.”
What’s Driving a Steepening Yield Curve?
There are a number of factors that could be contributing to the Treasury market sell-off.
The U.S. Fiscal Condition: “Another Day Older and Deeper in Debt”
The refrain from the song “Sixteen Tons,” sung by Ernie Ford in the late 40s, seems appropriate as the U.S. continues to add to its mountain of debt
DOL Guidance: Private Equity Strategies in DC Plans
The Department of Labor (“DOL”) has issued an information letter which provides guidance to plan sponsors on the use of private equity strategies in
Q4 2020 Real Estate Review
As the COVID-19 pandemic continues into 2021, there is still much uncertainty as to the longer-term impact on real estate market
Retail Investors Put the Squeeze on Hedge Funds
Recent heavy volatility has been driven by a tug of war between the stock market’s so-called Davids and Goliaths.
Pension Plan Funded Status Returns to Pre-Pandemic Levels
As equity investments soar, our model pension plan funded status returns to pre-pandemic levels.
SPACs: One of 2020’s Big Winners
Why Special Purpose Acquisition Companies (SPACs) had such a strong year, and what it means for 2021.
Looking Back at the Next Thirty Years
Recently, I was notified that my thirty-year high school reunion was cancelled due to COVID.
Prism: Funded Status of Pension Plan and More in Q3 2020
Choose Wisely: Active Equity Management in a Pandemic Meltdown
For the last decade or so, active equity management has been under assault
Breaking down the U.S. Equity Market: Six Versus 494
Since the beginning of 2020 we have been through pretty turbulent times in the U.S. equity market.
Disrupting the Status Quo and Promoting a Better Future
The authors are members of Segal Marco’s Diversity Investing Working Group - Rosa Limas, Donell Ward, Francois Otieno, and Joey Mallon
Discretionary Investment Management: a Primer
Free yourself from micromanaging every trade while still maintaining control over your strategy.
Not yet, but perhaps next year: A note to smaller companies
We do so love you all. Your ideas and your innovation.
Developments in the Municipal Bond Market
From late February to late March 2020, the municipal bond market experienced unprecedented volatility
Segal Marco’s Survey of Investment Managers on Internal ESG Policies
Results Revealed Areas of Strong Practice and Opportunities for Improvement
COVID-19: Prevention, Mitigation, and Adaptation
In our January 2020 Outlook we concluded that the world in general looked poised for persistent growth
Coronavirus Stimulus How Does It Compare to That of 2008?
In response to the negative effects of the recent global coronavirus outbreak on the U.S. economy, the U.S. government and the Federal Reserve
The Near Term Impact from COVID-19 on the Bond Markets
COVID-19 has created a significant disruption in the capital markets for both risky and defensive debt instruments.
The Rising Popularity of ESG Investing: Part Two
In December 2019, Wendy Pan, a Director from Segal Marco Advisors’ private markets team, participated in AssetTV’s ESG Masterclass as a panelist.
ESG Investing Interview - Part One
How ESG Investing is changing the game.
Looking at Growth in 2020 and Beyond
There’s no time for timing the market.
2020 Retirement Plan Limits & PBGC Premiums
The Internal Revenue Service (IRS) announced retirement plan limits for 2020.
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.
Traditional Investment Consulting: a Primer
We’ll help you build and execute a strategy that meets your unique needs.
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.
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.
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.
How Might Quantitative Tightening Affect Markets?
We consider quantitative tightening (QT)
Financial Intermediary Consulting: a Primer
We’ll give you the unbiased, independent support you need to help both your clients and your practice.
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.
How Might the Italian Debt Crisis Affect the Eurozone—and the Euro?
The debt crisis could weigh on the euro currency if it continues.
