Reports and Surveys

Delve into the numbers and nitty-gritty with our accessible and informative publications.
Businessman Standing At Window In Conference Room

March 20, 2023

"2023: The Year of the Rabbit” Investment Outlook

As tough as 2022 was for financial assets, it has set up a very positive starting point for 2023. Get our insights in our latest Investment Outlook.

Team Have Meeting

August 31, 2022

Q3 2022 Investment Outlook: Perspectives on a Challenging Year

We look at two behavioral theories and perspectives on a challenging year.

Two Women With An Ipad

March 16, 2022

2021 Corporate Governance Report

Get guidance on climate action plans, SPACs and PBCs.

Business Conference

March 7, 2022

Investment Outlook: What the Heck Happened to Our Punchbowl?

What happens when the Fed stops spiking the punch with fiscal stimulus? Will the longest-running party in history be over?

Asian Businesswoman Working On Global Communications

November 29, 2021

Q4 2021 Investment Outlook: The Global Economy on Edge

Given all the activity this autumn in the world of economics, politics and investing, it feels like we are on the edge of something, but it is unclear

Male Florist Arranging Roses

August 19, 2021

Q3 2021 Investment Outlook

The U.S. equity remains a solid performer. But the impact of COVID-19 resurgence creates a large unknown for equity markets outside the U.S.

Two Multi Ethnic Construction Workers With Earth Mover

May 4, 2021

Model MEPP is now fully funded

During the first quarter (Q1) of 2021, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 103 percent.

Woman Looking Out The Window

February 23, 2021

Q1 2021 Investment Outlook: The Recycled Global Economy

Are we in the early stages of recovery after the pandemic or back to the late-stage environment we experienced in late 2019?

Construction Worker Reading Blueprints Working On Construction Designs

February 16, 2021

Funded Status of Model MEPP Returns to 2019 Level

During the last quarter (Q4) of 2020, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 94 percent.

Woman Looking At Financial Charts

November 19, 2020

Q3 Investment Outlook Update: The Fed’s FAIT Accompli

Put recent market developments in perspective.

Construction Workers Measuring Iron Mesh

November 12, 2020

Direction Q3 2020: Funded Status of Model MEPP Improved

Q3 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 89 percent.

Business People Wearing Face Masks At Work During COVID 19 Pandemic

August 20, 2020

Q2 Update to the 2020 Investment Outlook: A Shot in the Arm

Learn more about our global macroeconomic views and near-term performance expectations for specific asset classes.

Sander In Action Working At A Site

August 4, 2020

Direction Q2 2020: Funded Status of Model MEPP Unchanged

Q2 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) remained at 86 percent.

Worried Mature Woman Working Late At Home Looking At Her Phone

May 20, 2020

Direction Q1 2020: Funded Status of Model MEPP Falls

Q1 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) dropped due to COVID-19.

Young Businesswoman Looking Stressed While Working On Her Laptop

May 20, 2020

Q1 Update to the 2020 Investment Outlook

This is the first quarterly update to our 2020 Investment Outlook.

Seniors Enjoying The Weekend Together Walking In The Park

February 10, 2020

2020 Investment Outlook: The Nice House in the Forest

For most investors, the last decade was like a nice walk along a wooded and scenic trail that ended with double-digit equity returns for 2019.

Serious Diverse Young And Old Businesswomen Work Together On Laptop

June 29, 2019

Q2 Update to the 2019 Investment Outlook: Endgame

This is the second quarterly update to our 2019 Investment Outlook

The Experts At Operating A Successful Coffee Shop

April 8, 2019

Q1 Update to the 2019 Investment Outlook: Intermission?

This is the first quarterly update to our 2019 Investment Outlook

Colleagues Listening To Businessman In Meeting

January 7, 2019

Will Geopolitics Be a Major Factor for Markets this Year?

All signs point to yes.

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