NEW YORK--(Segal Rogerscasey has issued Investment Outlook, its 2013 investment perspective on the current market environment. This e-publication covers the firm’s “outlook” on capital markets including:)--
“Investment Outlook demonstrates the breadth of our expertise. We believe that plan sponsors can use this as a framework for examining their investment policies and priorities.”
- interest rates and fixed income,
- alternative investments, and
According to Tim Barron, CIO for Segal Rogerscasey, “Investment Outlook demonstrates the breadth of our expertise. We believe that plan sponsors can use this as a framework for examining their investment policies and priorities.” Barron said that plans should consider the following actions:
- Review and consider rebalancing weightings within equity allocation
- Assess the role of fixed income in overall asset mix in light of historically low interest rates
- Look to alternative investments as ways to enhance return or mitigate some degree of market risk
- Consider hard assets for income replacement, protection against future inflation, and diversification
Within each section, specific investment opportunities are covered, and there is discussion of each investment class with notes on Segal Rogerscasey’s perspective. The Summary of Views shows all of the conclusions in a table format. A section on currency, which is an important consideration for international investments, is also included. The Investment Outlook concludes with an appendix comparing the prior year’s conclusions to actual investment experience.
The full report is here: http://www.segalrc.com/pubs/outlook/2013.pdf
For more information, or to speak with an expert on any of the issues raised in the Investment Outlook, please contact Mary L. Feldman.
Segal Rogerscasey (www.segalrc.com) is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefits plans under the Taft-Hartley Act. The firm works with financial service firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Rogerscasey Canada.