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.

2018 Corporate Governance Report
Report

2018 Corporate Governance Report

Learn how pension boards can protect and enhance the value of their plan investments in public companies.

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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.

Pension Plan Funded Status Dives as Interest Rates Plummet in Q3 2019
Report

Pension Plan Funded Status Dives as Interest Rates Plummet in Q3 2019

During the third quarter of 2019 (Q3), the funded status of the model pension plan examined in each issue of Prism fell by 5 percentage points, to 81 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.

Q2 2019 Investment Outlook Update: Endgame
Report, Webinar

Q2 2019 Investment Outlook Update: Endgame

How do investors decide the right course – steering between evidence of continued economic growth and signs of possibly growing risks – when the various “super players” keep giving mixed signals?

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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.

Qualified Opportunity Zone Funds Explained
Blog Post

Qualified Opportunity Zone Funds Explained

What are they? Who do they benefit?

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