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Publications

This issue of Investment Brief outlines the basic design features of cash-balance plans, examines the risk and return tradeoffs for plan sponsors, and...

This Investment Synopsis reviews data for the second quarter of 2015, including key economic indicators, investor sentiment and investment...

This is the second quarterly update to Segal Rogerscasey’s 2015 Investment Outlook, which summarized the firm’s outlook for the world’s economies and...

During the second quarter of 2015 (Q2 2015), the funded status of the model pension plan examined in each issue of Prism increased by 8 percentage...

Events

  • Nov
    30

    Communications between investors and managers: preferred mode of dialogue, and how often? — 

    Avoiding TMI – What do investors expect to see included in reports? — 

    How much information about active management decisions do plan sponsors need? — 

    Working with gatekeepers – who to contact first? — 

    Got bad news? Here’s what to tell clients when performance is poor. — 

News

New York (7/16/15) — John DeMairo, President and CEO of Segal Rogerscasey, announced the following promotions to Vice President: Craig...

New York (3/9/15) — Given the magnitude of many organizations’ investment in their defined contribution (DC) plans, it is surprising...

Video

While it is difficult to comment with great specificity on the situation in Greece due to its fluidity, there are several observations that seem to transcend daily announcements.

  • The Greek situation is most impactful for its own citizens. 
  • The risk to the rest of the eurozone from a “Grexit” appears less significant than are the implications of a true rescue or bailout plan. 
  • Uncertainty will continue, and that benefits few.
  • The world has larger worries in terms of geopolitical and financial instability – not the least of which is China.

The support of China’s equity markets in the recent rapid decline post a liberalization that created a bubble-like atmosphere seems, well, either schizophrenic or bumbling. Either is worrisome. But while the gifts to Greece from the rest of the eurozone may seem like coal in the stockings of her people, and both bulls and bears can make a mess of any stock of porcelain, investors can take comfort in the fact that we will soon observe one of the most interesting and distracting productions in the world’s political theater: a U.S. election to replace a second-term president.

This webinar update to Segal Rogerscasey’s 2015 Investment Outlook includes our assessment of the global macroeconomic environment and an updated summary of our interpretations on traditional and non-traditional asset classes.

Video

While it is difficult to comment with great specificity on the situation in Greece due to its fluidity, there are several observations that seem to transcend daily announcements.

  • The Greek situation is most impactful for its own citizens.
  • The risk to the rest of the eurozone from a “Grexit” appears less significant than are the implications of a true rescue or bailout plan.
  • Uncertainty will continue, and that benefits few.
  • The world has larger worries in terms of geopolitical and financial instability – not the least of which is China.

The support of China’s equity markets in the recent rapid decline post a liberalization that created a bubble-like atmosphere seems, well, either schizophrenic or bumbling. Either is worrisome. But while the gifts to Greece from the rest of the eurozone may seem like coal in the stockings of her people, and both bulls and bears can make a mess of any stock of porcelain, investors can take comfort in the fact that we will soon observe one of the most interesting and distracting productions in the world’s political theater: a U.S. election to replace a second-term president.

This webianr update to Rogerscasey’s 2015 Investment Outlook includes our assessment of the global macroeconomic environment and an updated summary of our interpretations on traditional and non-traditional asset classes.