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.

 

Tax Reform: What Does It Mean for the Stock Market?
Blog Post

Tax Reform: What Does It Mean for the Stock Market?

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.

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Blog Post

Can Investors Help Tackle the Opioid Crisis?

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.

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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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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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