Sue Crotty

Sue Crotty

Sue Crotty

President and Chief Investment Officer

Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.

Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.

Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.

Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.

Sue is a frequent speaker at industry conferences.

Read insights from Sue

  • December 12, 2024

    November 2024 Financial Markets Recap

    Our review includes performance for equity, fixed income and commodities for November vs. year to date and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • November 11, 2024

    October 2024 Financial Markets Recap

    Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.

    Topics covered: Investment, Compliance

    Read full insight

  • October 10, 2024

    September 2024 Financial Markets Recap

    Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • September 25, 2024

    Waiting for Godot: The Fed Cuts Interest Rates

    Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.

    Topics covered: Compliance, Investment

    Read full insight

  • September 10, 2024

    August 2024: The Rollercoaster

    Our August 2024 market update looks at financial markets year to date, plus a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • August 15, 2024

    Mid-Year Market Outlook: Rotation or More of the Same?

    Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.

    Topics covered: Compliance, Investment

    Read full insight

  • July 12, 2024

    June 2024 Market Update: And So, It Begins?

    Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • June 26, 2024

    May 2024 Update on Markets

    Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.

    Read full insight

  • May 7, 2024

    April 2024 Update on Markets

    Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Compliance, Investment

    Read full insight

  • April 9, 2024

    March 2024 Market Review and a Look Ahead

    Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • March 26, 2024

    Looking at the State of U.S. Economic and Investment Data in Early 2024

    A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

    Topics covered: Investment, Compliance

    Read full insight

  • March 14, 2024

    February 2024 Market Review and a Look Ahead

    Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • February 12, 2024

    January 2024 Market Review and a Look Ahead

    See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.

    Topics covered: Investment, Compliance

    Read full insight

  • January 17, 2024

    December 2023 Market Review and a Look Ahead

    Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.

    Topics covered: Investment

    Read full insight

  • December 20, 2023

    Is the Long-Awaited Fed Pivot Really Here?

    With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?

    Topics covered: Investment, Compliance

    Read full insight

  • July 28, 2022

    Change Is Difficult

    2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.

    Topics covered: Investment

    Read full insight

  • April 25, 2022

    War in Ukraine: Thoughts on Longer-Term Implications

    What are some of the possible longer-term impacts of the war in Ukraine on the global economy?

    Topics covered: Compliance, Investment

    Read full insight

  • February 25, 2022

    Thinking About Inflation and Hedging the Risk

    In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.

    Topics covered: Investment, Compliance

    Read full insight

Contact Sue

The information you provide will not be shared with anyone outside Segal.

Sue Crotty

Leadership

Sue Crotty

Sue Crotty

President and Chief Investment Officer

Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.

Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.

Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.

Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.

Sue is a frequent speaker at industry conferences.

Read insights from Sue

  • December 12, 2024

    November 2024 Financial Markets Recap

    Our review includes performance for equity, fixed income and commodities for November vs. year to date and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • November 11, 2024

    October 2024 Financial Markets Recap

    Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.

    Topics covered: Investment, Compliance

    Read full insight

  • October 10, 2024

    September 2024 Financial Markets Recap

    Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • September 25, 2024

    Waiting for Godot: The Fed Cuts Interest Rates

    Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.

    Topics covered: Compliance, Investment

    Read full insight

  • September 10, 2024

    August 2024: The Rollercoaster

    Our August 2024 market update looks at financial markets year to date, plus a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • August 15, 2024

    Mid-Year Market Outlook: Rotation or More of the Same?

    Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.

    Topics covered: Compliance, Investment

    Read full insight

  • July 12, 2024

    June 2024 Market Update: And So, It Begins?

    Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • June 26, 2024

    May 2024 Update on Markets

    Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.

    Read full insight

  • May 7, 2024

    April 2024 Update on Markets

    Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Compliance, Investment

    Read full insight

  • April 9, 2024

    March 2024 Market Review and a Look Ahead

    Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • March 26, 2024

    Looking at the State of U.S. Economic and Investment Data in Early 2024

    A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

    Topics covered: Investment, Compliance

    Read full insight

  • March 14, 2024

    February 2024 Market Review and a Look Ahead

    Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • February 12, 2024

    January 2024 Market Review and a Look Ahead

    See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.

    Topics covered: Investment, Compliance

    Read full insight

  • January 17, 2024

    December 2023 Market Review and a Look Ahead

    Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.

    Topics covered: Investment

    Read full insight

  • December 20, 2023

    Is the Long-Awaited Fed Pivot Really Here?

    With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?

    Topics covered: Investment, Compliance

    Read full insight

  • July 28, 2022

    Change Is Difficult

    2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.

    Topics covered: Investment

    Read full insight

  • April 25, 2022

    War in Ukraine: Thoughts on Longer-Term Implications

    What are some of the possible longer-term impacts of the war in Ukraine on the global economy?

    Topics covered: Compliance, Investment

    Read full insight

  • February 25, 2022

    Thinking About Inflation and Hedging the Risk

    In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.

    Topics covered: Investment, Compliance

    Read full insight

Contact Sue

The information you provide will not be shared with anyone outside Segal.

Leadership

Sue Crotty

President and Chief Investment Officer

Sue Crotty

Contact Sue

The information you provide will not be shared with anyone outside Segal.

Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.

Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.

Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.

Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.

Sue is a frequent speaker at industry conferences.

Read insights from Sue

  • December 12, 2024

    November 2024 Financial Markets Recap

    Our review includes performance for equity, fixed income and commodities for November vs. year to date and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • November 11, 2024

    October 2024 Financial Markets Recap

    Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.

    Topics covered: Investment, Compliance

    Read full insight

  • October 10, 2024

    September 2024 Financial Markets Recap

    Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • September 25, 2024

    Waiting for Godot: The Fed Cuts Interest Rates

    Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.

    Topics covered: Compliance, Investment

    Read full insight

  • September 10, 2024

    August 2024: The Rollercoaster

    Our August 2024 market update looks at financial markets year to date, plus a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • August 15, 2024

    Mid-Year Market Outlook: Rotation or More of the Same?

    Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.

    Topics covered: Compliance, Investment

    Read full insight

  • July 12, 2024

    June 2024 Market Update: And So, It Begins?

    Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • June 26, 2024

    May 2024 Update on Markets

    Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.

    Read full insight

  • May 7, 2024

    April 2024 Update on Markets

    Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Compliance, Investment

    Read full insight

  • April 9, 2024

    March 2024 Market Review and a Look Ahead

    Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • March 26, 2024

    Looking at the State of U.S. Economic and Investment Data in Early 2024

    A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

    Topics covered: Investment, Compliance

    Read full insight

  • March 14, 2024

    February 2024 Market Review and a Look Ahead

    Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • February 12, 2024

    January 2024 Market Review and a Look Ahead

    See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.

    Topics covered: Investment, Compliance

    Read full insight

  • January 17, 2024

    December 2023 Market Review and a Look Ahead

    Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.

    Topics covered: Investment

    Read full insight

  • December 20, 2023

    Is the Long-Awaited Fed Pivot Really Here?

    With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?

    Topics covered: Investment, Compliance

    Read full insight

  • July 28, 2022

    Change Is Difficult

    2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.

    Topics covered: Investment

    Read full insight

  • April 25, 2022

    War in Ukraine: Thoughts on Longer-Term Implications

    What are some of the possible longer-term impacts of the war in Ukraine on the global economy?

    Topics covered: Compliance, Investment

    Read full insight

  • February 25, 2022

    Thinking About Inflation and Hedging the Risk

    In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.

    Topics covered: Investment, Compliance

    Read full insight

Leadership

Sue Crotty

President and Chief Investment Officer

Sue Crotty

Contact Sue

The information you provide will not be shared with anyone outside Segal.

Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.

Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.

Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.

Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.

Sue is a frequent speaker at industry conferences.

Read insights from Sue

  • December 12, 2024

    November 2024 Financial Markets Recap

    Our review includes performance for equity, fixed income and commodities for November vs. year to date and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • November 11, 2024

    October 2024 Financial Markets Recap

    Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.

    Topics covered: Investment, Compliance

    Read full insight

  • October 10, 2024

    September 2024 Financial Markets Recap

    Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • September 25, 2024

    Waiting for Godot: The Fed Cuts Interest Rates

    Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.

    Topics covered: Compliance, Investment

    Read full insight

  • September 10, 2024

    August 2024: The Rollercoaster

    Our August 2024 market update looks at financial markets year to date, plus a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • August 15, 2024

    Mid-Year Market Outlook: Rotation or More of the Same?

    Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.

    Topics covered: Compliance, Investment

    Read full insight

  • July 12, 2024

    June 2024 Market Update: And So, It Begins?

    Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • June 26, 2024

    May 2024 Update on Markets

    Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.

    Read full insight

  • May 7, 2024

    April 2024 Update on Markets

    Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Compliance, Investment

    Read full insight

  • April 9, 2024

    March 2024 Market Review and a Look Ahead

    Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • March 26, 2024

    Looking at the State of U.S. Economic and Investment Data in Early 2024

    A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

    Topics covered: Investment, Compliance

    Read full insight

  • March 14, 2024

    February 2024 Market Review and a Look Ahead

    Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • February 12, 2024

    January 2024 Market Review and a Look Ahead

    See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.

    Topics covered: Investment, Compliance

    Read full insight

  • January 17, 2024

    December 2023 Market Review and a Look Ahead

    Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.

    Topics covered: Investment

    Read full insight

  • December 20, 2023

    Is the Long-Awaited Fed Pivot Really Here?

    With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?

    Topics covered: Investment, Compliance

    Read full insight

  • July 28, 2022

    Change Is Difficult

    2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.

    Topics covered: Investment

    Read full insight

  • April 25, 2022

    War in Ukraine: Thoughts on Longer-Term Implications

    What are some of the possible longer-term impacts of the war in Ukraine on the global economy?

    Topics covered: Compliance, Investment

    Read full insight

  • February 25, 2022

    Thinking About Inflation and Hedging the Risk

    In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.

    Topics covered: Investment, Compliance

    Read full insight

Leadership

Sue Crotty

Sue Crotty

President and Chief Investment Officer

Contact Sue

The information you provide will not be shared with anyone outside Segal.

Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.

Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.

Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.

Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.

Sue is a frequent speaker at industry conferences.

Read insights from Sue

  • December 12, 2024

    November 2024 Financial Markets Recap

    Our review includes performance for equity, fixed income and commodities for November vs. year to date and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • November 11, 2024

    October 2024 Financial Markets Recap

    Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.

    Topics covered: Investment, Compliance

    Read full insight

  • October 10, 2024

    September 2024 Financial Markets Recap

    Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • September 25, 2024

    Waiting for Godot: The Fed Cuts Interest Rates

    Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.

    Topics covered: Compliance, Investment

    Read full insight

  • September 10, 2024

    August 2024: The Rollercoaster

    Our August 2024 market update looks at financial markets year to date, plus a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • August 15, 2024

    Mid-Year Market Outlook: Rotation or More of the Same?

    Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.

    Topics covered: Compliance, Investment

    Read full insight

  • July 12, 2024

    June 2024 Market Update: And So, It Begins?

    Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • June 26, 2024

    May 2024 Update on Markets

    Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.

    Read full insight

  • May 7, 2024

    April 2024 Update on Markets

    Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Compliance, Investment

    Read full insight

  • April 9, 2024

    March 2024 Market Review and a Look Ahead

    Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.

    Topics covered: Investment, Compliance

    Read full insight

  • March 26, 2024

    Looking at the State of U.S. Economic and Investment Data in Early 2024

    A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.

    Topics covered: Investment, Compliance

    Read full insight

  • March 14, 2024

    February 2024 Market Review and a Look Ahead

    Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.

    Topics covered: Investment, Compliance

    Read full insight

  • February 12, 2024

    January 2024 Market Review and a Look Ahead

    See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.

    Topics covered: Investment, Compliance

    Read full insight

  • January 17, 2024

    December 2023 Market Review and a Look Ahead

    Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.

    Topics covered: Investment

    Read full insight

  • December 20, 2023

    Is the Long-Awaited Fed Pivot Really Here?

    With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?

    Topics covered: Investment, Compliance

    Read full insight

  • July 28, 2022

    Change Is Difficult

    2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.

    Topics covered: Investment

    Read full insight

  • April 25, 2022

    War in Ukraine: Thoughts on Longer-Term Implications

    What are some of the possible longer-term impacts of the war in Ukraine on the global economy?

    Topics covered: Compliance, Investment

    Read full insight

  • February 25, 2022

    Thinking About Inflation and Hedging the Risk

    In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.

    Topics covered: Investment, Compliance

    Read full insight