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.

 

Blog Post

Surprise Update: Activist Nelson Peltz Elected to P&G Board

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.

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Blog Post

Should Investors Get More Out of Bank Loan Portfolios as Rates Rise?

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.

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Blog Post

Are You Ready For Some Board Diversity? Investors Encouraging the NFL’s Rooney Rule

This time of year, public pension funds, multiemployer funds, and other individual and institutional investors are busy submitting shareholder proposals that investors will vote on next spring at corporate annual shareholder meetings. One proposal garnering increased attention is board diversity. Investors are asking companies to take steps to increase the number of women and minorities on corporate boards of directors.

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Blog Post

Segal Marco’s Annual Client Research & Educational Summit: How’d It Go?

Reflection Today, Investment Success Tomorrow was the theme of the Summit from October 18-21 at Disney’s Yacht Club Resort in Orlando, Florida. We were thrilled to have more than 80 clients in attendance for a great few days of educational sessions with a little bit of Disney magic sprinkled in.

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Blog Post

P&G Beats Back Activist Nelson Peltz

On October 10, Procter and Gamble (P&G) shareholders narrowly voted to keep activist investor Nelson Peltz off the board of directors. Peltz and his firm, Trian Fund Management, took a unique approach in waging the proxy contest against the Ohio-based consumer goods company. Activists tend to run a group of candidates and aggressively work to unseat some or all incumbent directors. 

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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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