Research & Resources
Timely commentary to give you access to the latest macroeconomic and investments insights. Learn what investors should expect next.
Tax reform is a main policy goal of the Republican Congressional leadership and President Trump, and it could become a legislative reality in the near future if it makes its way successfully through Congress in a format acceptable to the White House.
Opioid abuse in the United States is a public health crisis of historic proportions. Some institutional investors and Segal Marco Advisors are encouraging pharmaceutical companies to enact policies to mitigate potential governance risks to shareholders of these firms.
In a surprising election upset, activist investor Nelson Peltz appears to have won a seat on the Procter and Gamble (P&G) board of directors. The Ohio-based consumer products company initially reported Peltz’s firm, Trian Fund Management, lost the proxy contest following the annual shareholder meeting on October 10.
Interest rates have been rising in the U.S., which, in theory, should be a good thing for bank loan strategies’ performance. Since 2016, the U.S. Federal Reserve has increased the Fed Funds Policy Rate by 25 basis points at four separate meetings, and the Fed has set a trajectory for further rate hikes in the near future.