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Market Review 2Q 2021
The US economic recovery continued to accelerate in 2Q2021 as the rollout of COVID-19 vaccinations expanded the economic re-opening...

Bridgebay
Jul 17, 20218 min read


Market Review 1Q 2021
March 2021 completed a year since the liquidity crisis in March-April 2020 at the beginning of the COVID-19 pandemic. The Federal...

Bridgebay
Apr 10, 20216 min read


DOL Final Rule on ESG Investments in 401(k) Plans
On October 30, 2020, the U.S. Department of Labor issued its final rule on Financial Factors in Selecting Plan Investments (“Final Rule”)....

Nicholas Zaiko, CIMA
Jan 30, 20211 min read


COVID-19 Rocked Markets in 2020
The COVID-19 pandemic had a significant impact on financial markets in 2020. In March 2020, global financial markets experienced one of...

Bridgebay
Jan 23, 20212 min read


Market Review 4Q 2020
COVID-19 case growth dominated news flow at the start of the year but encouragingly, rapid vaccine discovery and the start of...

Bridgebay
Jan 9, 20218 min read


DOL Submits Final ESG Rule
On October 14, 2020, the US Department of Labor submitted its final rule addressing environmental, social and governance (ESG) factors in...

Nicholas Zaiko, CIMA
Oct 24, 20202 min read


Market Review 3Q 2020
After the severe economic shock from Covid-19, market sentiment rebounded from the March 2020 lows when credit spreads exploded. Many of...

Nicholas Zaiko, CIMA
Oct 10, 20207 min read


DOL Proposal to Restrict ESG Investing
European pension plans and institutional investors have long been prioritizing ESG investments. In the US, the acceptance of ESG...

Nicholas Zaiko, CIMA
Aug 22, 20202 min read


Market Review 2Q 2020
After the severe economic shock from COVID-19, market sentiment rebounded from the March 2020 lows when credit spreads widened...

Bridgebay
Jul 16, 20205 min read


DOL Affirms Private Equity in Asset Allocation Funds
Target date funds and other asset allocation solutions for defined contribution plans continue to grow and evolve. The DOL issued...

Bridgebay
Jun 30, 20202 min read


Market Review 1Q 2020
The US economy was very strong during January and February with low inflation, historically low unemployment and slow but steady economic...

Bridgebay
Apr 11, 20205 min read


SECURE Act Allows for Annuities in 401(k) Plans
Section 204 of the SECURE Act allows for in-plan annuities. The Act created a “Fiduciary Safe Harbor Provision for the Selection of...

Nicholas Zaiko, CIMA
Mar 21, 20201 min read


Market Review 4Q 2019
U.S. fixed income results were positive across all sectors and durations in 2019, supported by falling yields, compressing credit...

Bridgebay
Jan 18, 20206 min read


The SECURE Act
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) signed on December 20, 2019 establishes several retirement...

Nicholas Zaiko, CIMA
Dec 28, 20195 min read


Market Review 3Q 2019
The quarter continued the onslaught of events and factors that challenged the markets. Fixed income was impacted by weak global economic...

Bridgebay
Oct 12, 20197 min read


Market Review 2Q 2019
The US economic expansion will become the longest in history by July 2019. Investors have begun to fear the risk of recession. Economic...

Bridgebay
Jul 20, 20196 min read


Market Review 1Q 2019
During 1Q2019 the markets recovered from the fear of recession, resolution of the government shutdown and benefited from the Fed’s pause...

Bridgebay
Apr 20, 20199 min read


Market Review 3Q 2018
US Economy During the quarter, there was solid economic growth data, a strong employment report, an increase in hourly earnings, and...

Bridgebay
Oct 20, 20187 min read


Changes to the S&P 500 Index
Effective September 24, 2018, S&P Dow Jones Indices and Global Industry Classification Standard (GICS) created a new sector for...

Nicholas Zaiko, CIMA
Sep 29, 20181 min read


Market Review 2Q 2018
The US economy is exhibiting late-cycle tendencies, including full employment, rising inflation, greater corporate leverage, and...

Bridgebay
Jul 21, 20186 min read
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