Latest Thinking

Latest Thinking

Insights

Client education is a cornerstone of our work at Segal Marco Advisors. Stay informed with our latest publications, webinars and videos featuring timely commentary on economic, political and market developments as well as critical analysis of new investment products and marketplace trends.

The Future of Advice in the Era of Advisor Selectivity and Expertise Scarcity
Report

The Future of Advice in the Era of Advisor Selectivity and Expertise Scarcity

Learn what changes will alter the advisor-client relationship in the coming years.

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Looking Back

See how your investment performance compares with key benchmarks in our quarterly market reviews, provided either in brief or in depth.

Q1 2019 <em>Prism</em>: Pension Funded Status Increases
Report

Q1 2019 Prism: Pension Funded Status Increases

During the first quarter of 2019, the funded status of Prism’s model pension rose by 2 percentage points, to 89 percent.

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Looking Ahead

Learn where we believe the world’s economies and investment markets may head in the near term – and how investors can prepare.

2019 Investment Outlook
Report, Webinar

2019 Investment Outlook

The capital markets in 2018 were predominantly plagued by trade and other geopolitical tensions and slowing economic growth across the globe.

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R2 Blog

Research & Resources

Timely commentary to give you access to the latest macroeconomic and investments insights. Learn what investors should expect next.