Research

Capital Markets Review

Current Issue: 3rd Quarter 2026

The third quarter of 2026 was characterized by tension between economic growth resiliency and persistent inflationary pressures. US equities posted modest gains, though performance beneath the surface was far more volatile....
Click Here to Access Full Library

Insights

Current Issue: Beyond Asset Allocation: Building Resilient Health & Welfare Portfolios

Health and welfare trusts serve a critical purpose: holding and managing contributed assets to pay for member, retiree, and family healthcare benefits. In recent years, healthcare costs have risen at a pace that exceeds inflation and has challenged the maintenance or growth in reserves of many plans. Medical and pharmacy costs have increased, and have created uncertainty....
Click Here to Access Full Library