Changes in market leadership. Changes in political leadership. A transition to monetary easing. Transformation through AI (artificial intelligence).
From start to finish, 2024 was a year of change, with a multitude of implications for investors. At Russell Investments, we tackled the year’s seismic shifts head-on, working with the best and brightest minds in the firm to provide actionable insights on the key issues impacting our clients.
With approximately 200 articles published this year, deciding which ones performed the best was no easy feat. Ultimately, we settled on listing the 10 articles that received the highest levels of engagement from our readers.
So, let’s cut to the chase. Listed below—and in no particular order—are our top 10 favorite articles from 2024.
Managing Director and Head of Research, Evgenia Gvozdeva, examines the ways investment managers can leverage AI to help streamline operational efficiencies and broaden access to investment insights.
When it comes to selecting an OCIO provider, we believe it’s not about the size of the provider. Instead, as Senior Director and Co-Head of OCIO, Stacey Bro, and Managing Director of Institutional Partnerships and OCIO Solutions, Kevin Turner, explain, it’s about the provider’s capabilities, culture, and commitment to client service.
We believe financial advisors are never more important than during periods of uncertainty—such as now. Brad Jung, managing director and head of North America advisor and intermediary solutions, shares how our annual Value of an Advisor study quantifies the value of the various services an advisor provides.
Paul Eitelman, senior director and chief investment strategist for North America, assesses how potential policy changes under the incoming U.S. administration may impact economic growth, inflation, corporate earnings, and interest rates.
Looking to grow your business? In a world where clients are demanding personalized goods and services, offering direct indexing options could boost your value-add. Jack Van Dyke, investment consultant for personalized solutions, shares how direct indexing can help you build personalized portfolios for each client.
In our third annual Prudent Pension Funding Report, Managing Director Michael Hall shares the results from our latest research, which reveals that while most corporate pension plans remain solidly on a path to full funding, there are a handful of companies with plans in precarious funding situations.
Managing Director of Market Leadership, Lisa Schneider, and Director of Strategic Asset Allocation, Mary Beth Lato, explain how non-profit hospital and healthcare systems can create a framework to align their investment strategy with the needs of the enterprise.
Hitting your ball into a sand trap can really slow down your golf game—or even derail it all together. This is similar to the tax traps that can hurt an investor’s taxable portfolio. Rob Kuharic, our director of tax-managed solutions, shares what these tax traps are and suggests strategies to avoid them.
With market concentration at its highest level in decades, Senior Research Analyst Jonathan Woo and Associate Portfolio Manager Alexander Baker examine how an active multi-manager structure might help boost performance outcomes.
In our annual report on publicly listed U.S. corporations with the largest pension liabilities, Justin Owens, senior director and co-head of strategic asset allocation, reveals that the average expected return on assets (EROA) assumption has increased year-over-year—for the first time since we began analyzing the data 19 years ago.
Disclosures
These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. The information, analysis, and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity.
This material is not an offer, solicitation or recommendation to purchase any security.
Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.
Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.
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