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
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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
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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.

Q1 Update to the 2019 Investment Outlook: Intermission?
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Q1 Update to the 2019 Investment Outlook: Intermission?

Segal Marco’s Q1 update to our 2019 Investment Outlook helps you put recent market developments in perspective. Learn more about our global macroeconomic views and near-term performance expectations for specific asset classes.

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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.

Opportunities and Challenges of the Modern Fixed Income Portfolio
Blog Post

Opportunities and Challenges of the Modern Fixed Income Portfolio

Navigating the fixed income universe has proven challenging over the past decade. Treasury yields are low, making the need for alternative sources of return high in the asset class.

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