The world of politics and political maneuvering never ceases to amaze us.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Research Analyst Laura Bardewyck reviewed early results from second-quarter earnings season.
As institutional investors, we most often represent risk as annual standard deviation or tracking error. But when we implement changes in our portfolios, the real-time risk happens much faster.
One of the vexing questions for China watchers has been the lack of stimulus delivered, despite the maintenance of the government’s 5.5% GDP target for 2022 (although there is skepticism around the ability to reach that 5.5%).
While a direct indexing strategy is a great addition to an investor’s portfolio, you’ll want to ensure your clients are properly diversified and also poised to reap the benefits of active management, while recognizing that active management doesn’t generate as many tax losses as tracking the index does.
Recession fears and central-bank tightening are driving market volatility.
After months of hand-wringing, U.S. indexes are now in bear-market territory across the board, down 20% from their most recent highs.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.
There is increasing awareness among investors of the important role that responsible investing plays in a well-diversified portfolio.
Tax Day has come and gone.
Investor interest and participation in private markets continues to grow.
With the world economy still recovering from the COVID-19 pandemic and now dealing with the Ukraine-Russia crisis, markets face a great deal of uncertainty.
It's no secret that in fixed income markets, excess performance above the benchmark is difficult to achieve over the long run.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed market reaction to the latest developments in the Russia-Ukraine war.
Russia's invasion of Ukraine has sparked higher inflation, unleashed additional market volatility and will likely lead to a slowdown in global growth rates. However, we believe above-trend growth is still possible this year, provided hostilities ease and energy prices stabilize.
Last week, I was driving home from a business trip when I suddenly got a call from my parents.
This year's theme is #BreakTheBias and I thought it might be fitting to look at a few of the common biases when it comes to female investors - and how financial advisers can work toward better addressing some of these, not only with clients, but with their teams as well.
We believe the war in Ukraine will likely negatively impact growth rates during the first half of the year and lead to higher inflation, with Europe taking the biggest hit. However, we think growth could rebound during the second part of 2022 if energy prices decline.
Since 2011, we have issued annual reports on the largest listed corporate defined benefit (DB) sponsors in the U.S., codenamed the $20 billion club.
What many feared may happen came true overnight with Russia invading Ukraine from all sides—Crimea, Belarus and Russia.
As we begin 2022, there is a lot of noise in the marketplace: midterm elections, omicron and everything in between.
From 2008 onward, U.S. market returns have been strong and consistent, and 2021 was no different, with the S&P 500 returning a solid 29%.
The term direct indexing is somewhat of a misnomer.
Many people will see the beginning of 2022 as motivation for a resolution.
Rougher seas lie ahead for non-profit fiduciaries as the COVID-19 pandemic stretches into 2022 and refuses to retreat quietly into the night.
Talent is quitting. And new talent is hard to hire.
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.
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.
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.
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.
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.
After a year of rebound and recovery, we believe that economic growth, inflation and investment returns are likely to moderate in 2022.
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.
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.
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.
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.
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?
At Russell Investments we have created a series of podcasts aimed at helping you gain insight in how to build a better business, or attract female clients, minimize the impact of taxes on a portfolio or articulate the value you bring to your clients.
This year marks our seventh annual ESG manager survey. Our survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firmwide policies, use of data, engagement and integration.
Transitory or not, the current inflation rate has many investors concerned. A look back in history can put today’s situation in perspective.
Realigning a client’s taxable portfolio to a new investment strategy can be cumbersome and often generates taxes. This is particularly the case when repositioning an equity portfolio with appreciated shares and the corresponding embedded gains.
Here we discuss two tax efficient approaches to transition an equity portfolio populated with low basis shares to a new strategy:
How do managers in the emerging markets, global/international, Asia and China equities spaces feel about the market’s reaction to events in China? Here's what our recent survey reveals.
Chair Jerome Powell and the Fed had been holding the market’s hand in the lead-up to the tapering decision, making it abundantly clear that a decision was imminent at today’s meeting and effectively pre-announcing all of the relevant details of the decision...
In the lead-up to the 2021 United Nations Climate Change Conference, the TCFD released several important updates. We take a look at what the TCFD is and why the TCFD’s recommendations are becoming an increasingly important reference for investors and financial regulators.
Given the inherent volatility of small capitalization stocks, even small differences in benchmarks can affect relative returns. Investors should be aware of the composition of the index used to define the opportunity set when comparing performance.
Performance highlights from the third quarter of 2021, plus manager expectations for the final months of the year.
Excerpts from Cerulli Associates' report on asset owner and manager perspectives when it comes to promoting diversity & inclusion.
Many mutual funds will distribute capital gains every year—no matter what the market does. As 2021 comes to a close, advisors can begin to prepare their clients for the impact of those distributions and take steps to minimize the tax bite going forward.
Need some new ideas about how to attract new clients or get greater share of wallet from ones you already have? Try a few of these on for size.
With potential tax increases on the horizon, advisors can take steps now to minimize the impact of any changes in tax policy.
