R2 Blog

R2 Blog

Research & Resources

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

 

How Big of a Threat is Amazon and E-Commerce to Retail?
Blog Post

How Big of a Threat is Amazon and E-Commerce to Retail?

Amazon. What can we say? The company made it possible to buy virtually anything without leaving your home.

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Blog Post

U.S. Unemployment and GDP: Imperfectly Aligned

August employment data and the revised GDP growth rate for Q2 show that GDP growth was higher, but the unemployment rate also rose slightly. Shouldn’t unemployment drop when economic growth increases?  Not always.

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Blog Post

Another Look at Equity Valuations: How Expensive is the Market Right Now?

Few market topics are currently as contentious as the U.S. stock market outlook.

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Blog Post

What Has Driven U.S. Equity Returns – Is It Sustainable?

The S&P 500’s performance during the last few years has been strong, but what has underpinned that strength? Was it improving business fundamentals or higher valuations?

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Blog Post

The Uncertain Road Ahead: What Should Investors
Do Next?

Are the U.S. and other global economies strong enough to stand on their own footing without so much monetary stimulus? That is the question we at Segal Marco Advisors have on our minds after the mid-year mark of 2017.

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Tim Barron, CAIA

Tim Barron, CAIA
Senior Vice President, Chief Investment Officer

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Catherine Hickey

Catherine Hickey
Vice President

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