Commentary

Direct Indexing: What Exactly Is It And Why Are So Many Talking About It?

The term direct indexing is somewhat of a misnomer.

Commentary

3 Ideas To Help Advisors Get A Jump Start On 2022

Many people will see the beginning of 2022 as motivation for a resolution.

Commentary

The 2022 List Issue, Part 5: 4 Steps for Non-Profit Fiduciaries to Consider This Year

Rougher seas lie ahead for non-profit fiduciaries as the COVID-19 pandemic stretches into 2022 and refuses to retreat quietly into the night.

Commentary

The Great Resignation: Has it Increased the Risk That Comes From Portfolio Manager Exits?

Talent is quitting. And new talent is hard to hire.

Commentary

Repurposing a Passive Allocation With a Completion Portfolio

As soon as an asset owner allocates capital to more than one manager, an interaction effect exists which will have an impact on the investor’s overall portfolio outcome.

Commentary

Active Ownership Can Help Combat Climate Change. Here's How.

While world leaders seem unable or unwilling to pass legislation to meet their commitments, Russell Investments is on a mission to support the low-carbon economic transition through our active ownership activities.

Commentary

Private Markets: How to Embed Responsible Investing

Private markets can help to future-proof your portfolio through responsible investing. Samantha Steele, director, private markets, dives into the main trends and challenges that investors should consider.

Commentary

The 2022 List Issue, Part 1: Global Markets - Top 9 Investment Watchpoints

With 2021 almost finished, it's a good time to look ahead to the key questions and themes for 2022. Overall, we believe economic growth, inflation and investment returns should moderate through 2022, but expect growth to remain above trend, which should support the outperformance of equities over bonds.

Commentary

7 Sources of Assets That Could Benefit From a Tax-Managed Approach

Taxable assets make up nearly half of the U.S. mutual fund universe. Helping your clients reduce the tax bite on these assets could help you differentiate your value proposition.

Commentary

2022 Global Market Outlook: The Great Moderation

After a year of rebound and recovery, we believe that economic growth, inflation and investment returns are likely to moderate in 2022.

Commentary

The ‘Old’ New Fed, an Accelerated Taper and a Heavily Mutated COVID-19 Variant

Key takeaways from Powell's renomination and his remarks on inflation, as well as an assessment of the risks the omicron variant of COVID-19 may pose to markets.

Commentary

Equities Are Expensive. Bond Yields Are Low. How Can Income Needs Be Met? Enter Model Strategies.

As the last wave of baby boomers heads into retirement, the need for a consistent and reliable stream of income is growing. Advisors seeking a balance between generating income and providing for future growth may want to consider income-focused model strategies.

Commentary

Why We Believe Private Equity Is a Better Ownership Model

Investor participation and interest in private equity continues to grow. Investors are attracted to private equity for different reasons, including access to the significant investable opportunity set that exists across the universe of private companies, along with lower volatility when compared to public equities.

Commentary

Q4 2021 Fixed Income Survey: The Persistence of Transient Inflation

In this latest survey, 53 leading bond and currency managers considered valuations, expectations and outlooks for the coming months. With the economic recovery undeniably ramping up, we asked managers for their thoughts on valuations in the markets.

Commentary

Risks in China Are Growing, but Manageable

Increasing regulation and stress in the property sector have led to lowering expectations for Chinese economic growth in 2022. Could the global economy be impacted as well?