Articles

Take a deeper dive on the issues important to you.
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.

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