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Trusted Insights

Explore our capital markets insights, macroeconomic commentaries, research papers, videos, podcasts and other educational resources to keep you informed and prepared.

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Research

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Research | May. 02, 2025
April 2025 Market Recap
Research | May. 02, 2025
April Market Review – From Liberation to Limbo
Research | Apr. 04, 2025
The Evolution of Qualified Default Investment Alternatives: Key Developments and…

Blog

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Blog | May. 07, 2025
Five Best Practices for Public Pension and OPEB Committees
Blog | Apr. 30, 2025
Examining Four Investment Paradoxes for Nonprofits and Endowments
Blog | Apr. 28, 2025
Benchmarking Brilliance: Secrets to Unlocking Continuous Improvement

Videos

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Videos | Apr. 22, 2025
Aligning Your Portfolio with Your Goals
Videos | Apr. 11, 2025
First Quarter 2025 Considerations
Videos | Apr. 04, 2025
Cash Balance Plans – Your Secret Weapon

Podcasts

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PODCAST | Episode 78 | Dec 09, 2024
Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk. Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from… Read More

PODCAST | Episode 77 | Oct 09, 2024
Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long

As markets face increased volatility, the Federal Reserve’s recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications. … Read More

PODCAST | Episode 76 | Sep 18, 2024
Real Estate Investing Trends with Rich Hill

Real estate valuations have dropped 20-30%, marking the third significant correction in several decades. This isn’t just market noise; it’s a critical investment insight.  Bob DiMeo and Devon Francis interview Rich Hill, head of real estate strategy and research at Cohen & Steers, about the… Read More

PODCAST | Episode 75 | Aug 27, 2024
Navigating Communication in a Noisy World – With Dean Brenner

Did you know that 40% of a typical workweek is wasted due to poor communication? How can you decrease the amount of time lost? Bob DiMeo and Devon Francis engage with Dean Brenner, President and CEO of the Latimer Group, to explore how clear communication… Read More

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