Rocaton

Rocaton Investment Advisors is a full service institutional investment advisory firm headquartered in Norwalk, CT.

[Rocaton @RocatonAdvisors]

Our annual Capital Market Outlook provides a look ahead to 2019 and provides a review of our themes from this past year. https://t.co/gkrtgwsSOn

[Rocaton @RocatonAdvisors]

Joe Nankof will be speaking about structuring LDI portfolios at P&I’s liability driven investing conference this December. Will you be there? https://t.co/1zHLrha2wt

[Rocaton @RocatonAdvisors]

Average credit quality of the Bloomberg Barclays Long Corporate Index has declined over last 10 yrs. How is your plan responding? This Insights explores the implications of this shift for plans with a liability discounted by higher quality corporate bonds. https://t.co/hxqoWa9ykt

[Rocaton @RocatonAdvisors]

Rocaton agrees to be acquired by Goldman Sachs to expand retirement and advisory platform https://t.co/xNYK3Yws0V

[Rocaton @RocatonAdvisors]

Congratulations to International Paper Co. @IntlPaperCo for their 2018 Excellence Award from P&I @pensionsnews and DCIIA @DCIIA_News. https://t.co/lM4MMjR1SP

[Rocaton @RocatonAdvisors]

GICS classification evolution – what is changing and why we believe it matters for investors. https://t.co/9HUOK8NKl3

[Rocaton @RocatonAdvisors]

Investors are receiving only modest compensation for moving further out on the Treasury yield curve. Download our recent Rocaton Insights for a historical perspective and potential strategies for different investor types. https://t.co/tHdRSI9qnl

[Rocaton @RocatonAdvisors]

Collaboration. With our clients. With our peers. Want to learn more about our approach? Message us! We look forward to having a different kind of conversation. https://t.co/qqyts4DsPI

[Rocaton @RocatonAdvisors]

At the end of 2017, we described several themes which we believed would be important topics for investors in 2018 . In this paper we will also touch on two new themes which we believe are relevant for the remainder of the year https://t.co/8LDTdlWA3h read: https://t.co/EaYcrVVM8k

[Rocaton @RocatonAdvisors]

US small caps are up 12% this year, while US large caps are up 4.5% - a strong reversal from last year, when large caps outpaced small caps by nearly 7%. We still believe that valuations are stretched for all U.S. equity markets.

[Rocaton @RocatonAdvisors]

Are you a defined benefit plan sponsor looking to build a glide path? Our latest Insights discusses our principles for developing a glide path #glidepath #plansponsor #definedbenefitplans https://t.co/xvfz4Mqept

[Rocaton @RocatonAdvisors]

#VIX is back to 14 which is below the 5yr avg and the lowest it has been since the February equity-market meltdown

[Rocaton @RocatonAdvisors]

Despite a recent recovery in oil prices, the midstream energy sector has continued to fall. The linked Insights seeks to make the case for near-term allocation, and outline the potential risks and implementation options for different types of investors. https://t.co/IWOv0hACul

[Rocaton @RocatonAdvisors]

#EmergingMarkets stocks, bonds, and currencies have faced headwinds recently, posting monthly losses in April. Concerns include potential #TradeWars, uncertainty around continued global growth and the recent rally in the dollar.

[Rocaton @RocatonAdvisors]

Rocaton employees celebrated our 16 year anniversary bowling for charity! Congratulations to the winning teams and thank you to our charity recipients for all the good work you do! @RMHoftheGHV #Leiomyosarcoma Direct Research Foundation and @epndc Harbor Watch

[Rocaton @RocatonAdvisors]

The S&P 500 gained or lost 1 percent in a single day 23 times in 1Q18, nearly triple the number of +/-1% days in 2017. Market volatility in the equity markets continued this week with swings in both directions. #volatility

[Rocaton @RocatonAdvisors]

Virtually no place to hide in fixed income markets for Q1. Floating rate debt such as ABS and bank loans are likely to be the only major fixed income asset classes with positive returns in the first quarter, partly on the back of higher three-month Libor (2.31% as of yesterday)

[Rocaton @RocatonAdvisors]

After a brief steepening in early February, the #yieldcurve is once again flattening. Although economic and market fundamentals appear strong, this indicator has an excellent record at predicting imminent #recession. https://t.co/hNJGVaXIaK

[Rocaton @RocatonAdvisors]

Floating rate investors have waited a long time to see #Libor move higher. They have been rewarded over the last 12 months as 3 Month Libor continues to move higher. 2.18% today!

[Rocaton @RocatonAdvisors]

Cryptocurrencies are grabbing the headlines, but what about gold? Should you have an allocation to gold in your portfolio? Find out in our latest Insights #Bitcoin #Ethereum #Gold #Cryptocurrencies. https://t.co/Vxz7ruABn0