Market Recap
 
 
Market Recap Newsletter

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Market Recap Newsletter

The Market Recap is a 4-5 page quarterly publication covering general economic and market conditions.  Each quarter we include a special focus topic of interest to institutional investors.  Market Recap is generally available to our clients the second week of each quarter, and back issues are posted here about a month later.

Please feel free to browse through the back issues by clicking the links below.  You'll need to have the Adobe Acrobat Reader installed on your computer to view the files.  Chances are it's already installed, but if not you can download a free copy at www.adobe.com.

 
Issue As Of Special Focus Topic
1st Quarter 2013 3/31/2013 Leverage, Leverage (Almost) Everywhere
4th Quarter 2012 12/31/2012 Operational Due Diligence
3rd Quarter 2012 9/30/2012 Capital-Labor Substitution and Fed Policy
2nd Quarter 2012 6/30/2012 Unitizing Recordkeeping Expenses
1st Quarter 2012 3/31/2012 The Dividend Fallacy
4th Quarter 2011 12/31/2011 Top-Down vs. Bottom-Up Management
3rd Quarter 2011 9/30/2011 Rounding Out the Reals: TIPS
2nd Quarter 2011 6/30/2011 Commodities as Investments
1st Quarter 2011 3/31/2011 Real Estate in Defined Contribution Plans
4th Quarter 2010 12/31/2010 Finding Growth - and Growth Managers
3rd Quarter 2010 9/30/2010 Foreign Exchange and Trade
2nd Quarter 2010 6/30/2010 Globalization and the "New Normal"
1st Quarter 2010 3/31/2010 Credit Default Swaps and the Greek Crisis
4th Quarter 2009 12/31/2009 Behavioral Norms and Savings
3rd Quarter 2009 9/30/2009 Venture Capital Refresher
2nd Quarter 2009 6/30/2009 Hyperinflation in Brazil
1st Quarter 2009 3/31/2009 Retirement Income Products for DC Plans
4th Quarter 2008 12/31/2008 Index Funds
3rd Quarter 2008 9/30/2008 Keeping the "Stable" in Stable Value
2nd Quarter 2008 6/30/2008 Speculation and Crude Oil Prices
1st Quarter 2008 3/31/2008 Inflation
4th Quarter 2007 12/31/2007 Evolution of Defined Benefit Investment Policy
3rd Quarter 2007 9/30/2007 Sub-Prime's Root Causes and Aftermath
2nd Quarter 2007 6/30/2007 Private Equity - What's the Deal?
1st Quarter 2007 3/31/2007 Lifecycle Funds and Employee Engagement
4th Quarter 2006 12/31/2006 Leverage, Leverage Everywhere
3rd Quarter 2006 9/30/2006 Lifecycle Funds and Fees
2nd Quarter 2006 6/30/2006 Low National Savings Rate
1st Quarter 2006 3/31/2006 Retirement Plan Default Options
4th Quarter 2005 12/31/2005 Inflation Targeting Under Ben Bernanke
3rd Quarter 2005 9/30/2005 Hedge Funds and Market Efficiency
2nd Quarter 2005 6/30/2005 Yield "Curve-ology"
1st Quarter 2005 3/31/2005 Small/Midcap fund capacity and search issues.
4th Quarter 2004 12/31/2004 Effective investment committees.
3rd Quarter 2004 9/30/2004 Investment policy for participant-directed retirement plans.
2nd Quarter 2004 6/30/2004 The rise of China.
1st Quarter 2004 3/31/2004 Managed accounts and accelerated savings for DC plans.
4th Quarter 2003 12/31/2003 Mutual fund industry scandals.
3rd Quarter 2003 9/30/2003 Valuation of pension liabilities.
2nd Quarter 2003 6/30/2003 Stable value products.
1st Quarter 2003 3/31/2003 Hedge funds.
4th Quarter 2002 12/31/2002 Equity sector definitions.
3rd Quarter 2002 9/30/2002 Pension reform legislation update.
2nd Quarter 2002 6/30/2002 Foreign currency exchange rates.
1st Quarter 2002 3/31/2002 Security of pension benefits
4th Quarter 2001 12/31/2001 Company stock and the Enron bankruptcy.
3rd Quarter 2001 9/30/2001 Introduction to economic statistics.
Special Issue 9/17/2001 Market reopening following the terrorist attacks.
2nd Quarter 2001 6/30/2001 Benchmark basics.
1st Quarter 2001 3/31/2001 Oil