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.
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Investment Strategy Analyst BeiChen Lin discussed recent political headlines in Washington, D.C., the rise in U.S. government bond yields and the potential outcomes of Germany’s recent elections.
As the globe enters the waning months of 2021, concerns over inflation, the delta variant of COVID-19 and the unwinding of easy-money policies loom large for markets. Despite this, we believe that the business cycle is still in a recovery phase, although it’s maturing. We expect more cyclical upside for economic growth outside the U.S. in the months ahead, allowing market leadership to rotate toward the rest of the world.
On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Head of Portfolio & Business Consulting Sophie Antal Gilbert discussed U.S. consumer prices and wages, key factors impacting U.S. small businesses and home sales in China.
The numerous proposals around tax policy in the upcoming budget debates mean it’s an opportune time to discuss tax-smart strategies with your clients.
On the latest edition of Market Week in Review, Senior Portfolio Manager Megan Roach and Julie Zhang, head of North America sales enablement and analytics, discussed the latest data on U.S. jobs and wages, recent central bank actions and the state of the global economic recovery.
The labeled bond market has seen explosive growth in issuance over the past two years.
The ongoing pandemic and resulting economic challenges have left many investors steering an unpredictable course. Meanwhile, the probable upward trajectory of tax rates will likely bring more challenges.
There are four hazards you and your clients should be aware of when considering how to manage taxes on investment portfolios. Request this client-ready guide today and learn more.
Now may be a great time to meet with your tax-sensitive clients and uncover taxable wealth opportunities. Actively managing taxes on investments despite tax rate uncertainty will help you and your clients be in the best position for building their after-tax wealth through the remainder of 2021 and beyond.
P is for aligning products to meet each client’s unique goals, circumstances and preferences.
The current wave of regulatory intervention by the Chinese government has been far reaching, addressing matters including anti-trust, data protection, property speculation, climate change and various interventions in relation to social abuses.
Key drivers behind the recent selloff in SPACs, and the market outlook going forward.
Tax proposals and changes to the tax code are a near daily story right now.
If there is one experience common to us all during the global pandemic, it is that the spread of COVID-19 around the world caused everyone—young or old, rich or poor, male or female—to reassess our priorities.
The industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream.
As a woman who has worked in the financial services industry for 23 years, I’m keenly aware of the central role we play in money decisions.
As summer hits its stride, here are some musings about municipal bond performance to mull over as you unwind at the beach or on the couch (no judging!).
Everything changed for me, my family and everyone I know on a Friday the 13th.
The global economic reopening remains on track as COVID-19 vaccination rates climb.
U.S. and global equity markets are up 92% and 81%, respectively, from their March 23, 2020, lows through May 31, 2021.
With only a few brief downturns in an otherwise upward trend in the U.S. equity market since the Global Financial Crisis, declining interest rates have pulled forward the net present value of distant earnings and propelled growth stocks (and the market as a whole) higher.
Something that I am asked by advisors over and over again is what ideas have you heard?
Find out what happens to advisor value when tax-smart planning and investing are offered to clients. In this year of historic government stimulus packages, it seems likely that taxes are only going up as we emerge from the global pandemic.
Discover how an active tax-managed investing approach can potentially provide significant value to your clients. Don’t miss out on this way to further sharpen your value with clients. How do you compare? Get the study.
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Head of Portfolio & Business Consulting Sophie Antal Gilbert discussed the meeting minutes from the U.S. Federal Reserve (the Fed), the latest inflation data and the recent volatility in cryptocurrency markets.
Effective vaccines, historic fiscal stimulus, Democratic Party control of the legislature, even more stimulus, reopening economies, 6% U.S. real GDP (gross domestic product) growth, 25% U.S. EPS (earnings per share) growth, and maybe even an infrastructure plan sprinkled on top.
It’s coming. Is it here? Perhaps. Or maybe not. But sooner or later, it is coming. Preparing now for the eventuality seems the most prudent course.
Investors and planners desire clarity around tax rates to help make informed decisions around investment moves and related impacts to portfolios.
We believe that the recently announced U.S. stimulus deal reinforces the positive economic outlook for 2021. Here's why.
As the sun sets on one of the most challenging years in memory, many healthcare systems and other types of non-profits find themselves in starkly different financial situations than they were at the start of the year.
Is the rotation toward value here to stay? What could stall the economic recovery? In the first in a four-part series of blog posts, we explore the key issues that are likely to impact the investment landscape in 2021.
The ravages of the pandemic mean a shift is needed to boost financial resilience, Chairman and CEO Michelle Seitz writes in the Financial Times.
We anticipate that COVID-19 vaccines and the easing of lockdowns will allow for a return to more normal economic activity by mid-2021.
Passage of last year's SECURE Act may spark increased adoption of lifetime income products in defined contribution plans. Here's why.
Will support for ESG investing in the U.S. increase under the administration of President-elect Joe Biden?
Trading over the holidays? You’ll want to check this list—errr, article—twice.
This is the fifth and last blog in our 2020 series, discussing why Russell Investments believes in the value of advisors. Here we discuss tax-smart planning and investing.
Amid the ongoing COVID-19 crisis, we believe that investing in private markets may offer a raft of potential opportunities. Here's why.
In today’s blog, I will update the current status of the election results, extend the conversation with regards to the market reaction at this point and revisit what we see as the most important factors investors should be considering going forward.
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
The volatility of the cross-currency basis was a point of focus throughout March and April, swinging wildly in either direction as funding stresses surfaced. A scramble for liquidity and dollars was, with impressive effectiveness, ultimately satiated by the handiwork of central banks, most notably the U.S. Federal Reserve’s flooding the monetary system with the pre-eminent reserve currency.
What do tax strategies and headphones have in common? Listen in with Rob Kuharic, Director of Tax Managed Solutions at Russell Investments, as he breaks down the different approaches to help an investor maximize their after-tax returns. Hear how a total tax-managed investing approach can help. Learn more.
The latest on how equity managers across the globe fared during the third quarter, plus how the upcoming U.S. election is impacting manager viewpoints.
