Articles
What Are Investment Managers' Internal Policies on Sustainability? 2024 Survey Results
Segal Marco Advisors' 5th survey of our top 100 investment managers by client assets gives you the latest data on their ESG policies and practices.
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.
October 2024 Financial Markets Recap
Our October 2024 market update looks at financial markets last month and discusses recent changes in interest rates.
Model Pension Plan’s Funded Status Falls By 2 Points
In Q3 of 2024, the funded status of Segal’s model private sector single-employer pension plan fell 2 points to 105%. Learn why in the latest Prism.
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.
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.
August 2024: The Rollercoaster
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
July 2024 Market Update: Rotation?
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
State-Facilitated Retirement Savings Programs and Defined Contribution Plans
These auto-IRA programs help employees with retirement through participation and contributions, facilitating asset diversification and savings.
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.
3‑Point Rise in Model Pension Plan's Funded Status
In Q2 of 2024, the funded status of Segal’s model private sector single-employer pension plan rose 3 points to 107%. Learn why in the latest Prism.
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
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.
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.
How Much Is Too Much for Musk?
Tesla CEO Elon Musk’s record pay package is back in the news: See the choice facing investors, as well as our stance on the proposal.
6-Point Jump in Model Pension Plan's Funded Status
In Q1 of 2024, the funded status of Segal's model private sector single-employer pension plan rose 6 points to 112%. Learn why in the latest Prism.
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.
Private Wealth Managers: Master the Alternative Investments Learning Curve
Offering alternative investments is important for private wealth managers. Learn about three compelling options for gaining alternatives expertise.
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.
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.
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.
Benefits of Pension De-Risking and Why Now Is the Right Time
Pension plan sponsors are implementing pension de-risking strategies that can secure participant benefits and better predict future costs.
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.
2-Point Decline in Model Pension Plan’s Funded Status
In Q4 of 2023, the funded status of Segal’s model private sector single-employer pension plan fell 2 points to 106%. Learn why in the latest Prism.
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.
New Reporting Requirements for Environmental Proposals Are on the Horizon
Fund managers: Ready for the new reporting requirements? Prepare for the SEC’s proposed climate-related disclosure rules. We break down the details.
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?
The Advisor's Edge: Building Investment Platforms
Learn about the basics of investment platforms and why it’s important to keep your platform flexible and customizable — for both advisor and client.
Liability-Hedging Investments Can Make a Pension Plan’s Market Value Funded Status Less Volatile
Consider liability hedging: Embracing higher allocations to long bonds can dramatically reduce the volatility of funded status position.
3-Point Rise in Model Pension Plan's Funded Status
In Q3 of 2023, the funded status of Segal's model private sector single-employer pension plan rose 3 points to 108%. Learn why in the latest Prism.
The Advisor's Edge: Navigating Wealth Management with the Advisor Solutions Group
“The Advisor’s Edge,” was specifically created to help financial intermediaries stay abreast of what’s new and what’s next in wealth management.
The “Magnificent Seven” — Is Mega-Cap Tech a Safe Haven or a Bubble?
For the first half of 2023, the “Magnificent Seven” significantly outperformed the market. Is mega-cap tech a safe haven or a bubble? Get our take.
Why Stable Value Funds Are a Unique Asset Class
See what makes stable value funds unique, why they have consistent investment appeal and how they have performed against money market funds.
5-Point Jump in Model Pension Plan’s Funded Status
See 3 graphs that explain the increase — and learn how plan sponsor should examine changes in their own DB plans.
Contingent Convertible Bonds Since the Recent Banking Crisis
What should you know about contingent convertible bonds, known as CoCos, given their role in the recent banking crisis? See their risk/reward profile.
How Can ChatGPT Help Equity Fund Managers?
How can new AI tools help equity investment managers? See five ways ChatGPT may help fund managers make better decisions and achieve better returns.
ESG in Retirement Plans: Investment, Risk Management and Regulatory Considerations
What should retirement plans take into account when considering ESG investing within their plan’s fiduciary framework? Get answers in a new article.
Pursuing a Just Transition on the Path to Net Zero
Governments and businesses everywhere are undergoing a massive transition to a world with reduced reliance on fossil fuels and greenhouse gas emission
Model Pension Plan’s Funded Status Continues to Rise
Get three graphs that help explain the increase — and learn how plan sponsors should examine changes in their own DB plans — in the latest Prism.
The Debt Ceiling: What History Tells Us
What will a debt ceiling showdown mean for the economy and markets? We look back at 2011 — the last time we came to the brink — to gain insight.
Role of Q4 2022 Investment Performance in Rise of Model Pension Plan’s Funded Status
See three graphs that help explain the increase and learn how plan sponsors should examine changes in their own DB plans.
Stagflation: What Is It, and Is It on the Horizon?
Lately, there is a lot of talk about stagflation, a word that hasn’t been used this much since the 1970s.
U.S. Dollar Strength
The U.S. dollar, the world’s unofficial reserve currency, often appreciates in difficult times.
What Is Greenwashing?
Greenwashing is the false impression that products or investments are more environmentally sustainable, or “green,” than they actually are.
Understanding Manager Styles in Growth Investing
Equity markets have entered bear market territory, with the Russell 1000 Index down over -20 percent through the first half of the year.
Change Is Difficult
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Core Fixed Income Investing in a Challenging Bond Market
What should investors expect next? Get our take on core fixed income investing and the different key measurements worth analyzing.
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
The Russian Delisting Dilemma: Red Herring, Nightmare or Both?
Russian issuers must terminate any of their shares that are traded outside of Russia through depositary receipts (DRs)
Double Trouble: Stocks and Bonds Are Down Together in 2022
Stocks are negative so far in 2022. But in an odd twist, so are bonds. Why is this happening?
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?
The Ends vs. the Means: Both Matter
Is investing with the most recent period’s top-performing manager solely on that basis a good decision?
Thinking About Inflation and Hedging the Risk
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Segal Marco Advisors Appoints Sue Crotty as New Chief Investment Officer
Tim Barron Retiring After 40-Plus-Year Career
Trends in Public and Private Sector DC Plan Investment Menu Design, Costs and ESG Incorporation
Four investment trends for Public and Private Sector DC Plan Sponsors need to know.
The Tyranny of Behaviorism
OMG, oil prices are up over 50 percent since the beginning of 2021, inflation is therefore out of control, interest rates must rise
