See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
In Q4 of 2023, the funded status of Segal’s model private sector single-employer pension plan fell 2 points to 106%. Learn why in the latest Prism.
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Fund managers: Ready for the new reporting requirements? Prepare for the SEC’s proposed climate-related disclosure rules. We break down the details.
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Learn about the basics of investment platforms and why it’s important to keep your platform flexible and customizable — for both advisor and client.
Consider liability hedging: Embracing higher allocations to long bonds can dramatically reduce the volatility of funded status position.
In Q3 of 2023, the funded status of Segal's model private sector single-employer pension plan rose 3 points to 108%. Learn why in the latest Prism.
“The Advisor’s Edge,” was specifically created to help financial intermediaries stay abreast of what’s new and what’s next in wealth management.
For the first half of 2023, the “Magnificent Seven” significantly outperformed the market. Is mega-cap tech a safe haven or a bubble? Get our take.
See what makes stable value funds unique, why they have consistent investment appeal and how they have performed against money market funds.
See 3 graphs that explain the increase — and learn how plan sponsor should examine changes in their own DB plans.
What should you know about contingent convertible bonds, known as CoCos, given their role in the recent banking crisis? See their risk/reward profile.
How can new AI tools help equity investment managers? See five ways ChatGPT may help fund managers make better decisions and achieve better returns.
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Governments and businesses everywhere are undergoing a massive transition to a world with reduced reliance on fossil fuels and greenhouse gas emission
Get three graphs that help explain the increase — and learn how plan sponsors should examine changes in their own DB plans — in the latest Prism.
What will a debt ceiling showdown mean for the economy and markets? We look back at 2011 — the last time we came to the brink — to gain insight.
See three graphs that help explain the increase and learn how plan sponsors should examine changes in their own DB plans.
Lately, there is a lot of talk about stagflation, a word that hasn’t been used this much since the 1970s.
The U.S. dollar, the world’s unofficial reserve currency, often appreciates in difficult times.
Greenwashing is the false impression that products or investments are more environmentally sustainable, or “green,” than they actually are.
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
What should investors expect next? Get our take on core fixed income investing and the different key measurements worth analyzing.
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Russian issuers must terminate any of their shares that are traded outside of Russia through depositary receipts (DRs)
Stocks are negative so far in 2022. But in an odd twist, so are bonds. Why is this happening?
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Is investing with the most recent period’s top-performing manager solely on that basis a good decision?
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Tim Barron Retiring After 40-Plus-Year Career
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
OMG, oil prices are up over 50 percent since the beginning of 2021, inflation is therefore out of control, interest rates must rise
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