Women & Planning

Earlier this October, VettaFi announced that the Susan G. Komen Foundation would be the cause of the month. October is also Breast Cancer Awareness Month. VettaFi is pleased to announce that it will be taking its support to the next level.

ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to the proliferation of related ETFs.

Russell Investments’ 2023 Manager ESG Survey, now in its ninth year, continues to offer valuable insights into the evolving landscape of ESG practices within the investment management industry.

A multi-asset approach to sustainable investing brings a broad and more balanced palette to paint with.

There is a growing movement among investors to align their portfolio to their values or belief systems. Advisors can use Direct Indexing products and Separately Managed Accounts to help their clients pursue faith- or values-based investing.

Women are still underrepresented among economics majors and in a range of professions.

Older workers can still be a source of relief for tight labor markets.

Making the case for municipal bonds today with Stephen Dover, Head of Franklin Templeton Institute.

India will need to think beyond physical assets to continue its growth.

The degree of success of muni impact bonds often stems from showing issuers how they’ll be graded.

Private infrastructure offers unique investment characteristics and potential diversification benefits for portfolio construction.

Environmental, social, and governance policies and investing have become targets of political derision. That doesn’t dampen the need for corporations and governments to pursue agendas tied to climate change and diversity, equity, and inclusion.

AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.

For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.

In this first episode, Franklin Templeton Institute’s Tony Davidow discusses the democratization of alternative investments and related topics with CAIA’s John Bowman.

Xylem is a leading innovator of water solutions. This Knowledge Leader harnesses smart technology to provide water, wastewater, and energy solutions to a diverse range of sectors, from agriculture and aquaculture to commercial buildings and energy.

Things are not exactly going China’s way these days. One incident after the other has led to a virtual collapse of international investments in China, but that could potentially be the more benign outcome of the ongoing Chinese debt crisis.

Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments.

China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.

Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.

Advisors and investors typically allocate to index funds and exchange traded funds linked to well-known benchmarks, such as the S&P 500, in the name of diversification. After all, these funds are homes to hundreds of stocks and those sizable rosters imply some level of diversity.

My last three letters reviewed Neil Howe’s new book about the Fourth Turning. Today we’ll look at another set of patterns observed by my friend George Friedman in the geopolitical realm. George’s view of how patterns shape countries is different but not inconsistent with Neil’s generational cycles.

Progress toward a sustainable world would be hamstrung without the backing of global banks and their sponsorship of green and sustainable bonds.

Young workers are struggling to find jobs, despite labor shortages.

A team of scientists claimed to have created a breakthrough material that could superconduct electricity at room temperatures and ambient pressure. But then people started trying to replicate the experiment.

July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry’s largest ETFs.

With inflation falling and growth slowly grinding lower, time is running out on many global central bank tightening cycles – especially for the Federal Reserve (Fed) that meets next week.

The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.

Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors.

Transitioning to a green net-zero economy requires climate solutions that enable the economy to decarbonise, such as renewable energy, electric vehicles, and recycling technologies.

Amazon is the world’s largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology.

The Fed is executing its playbook according to plan – get interest rates up quickly, keep tightening albeit at a more moderate pace, and then hold rates steady to allow real rates to nudge higher as inflation recedes.

In what's quickly become one of my favorite annual traditions at Russell Investments, I survey our associate base for their summer reading recommendations every year around this time.

Tech giant Microsoft is on a mission to use technology to solve some of the world’s most pressing problems.

Diversity, equity, and inclusion (DEI) practices drive growth and groundbreaking innovation. As business change accelerates, deploying intentional DEI actions develops diverse thinking and new ideas that can break new ground and build business resiliency.

Amgen sells its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies in over 100 countries but primarily in the US.

Depending on who you ask, the word bond can either refer to a specific type of financial instrument, or when capitalized, your favorite British Secret Service agent. For this guide, we’ll be talking about the lowercase version, which represents one of the largest financial markets in existence.

In 1852, Karl Marx said, "Men make their own history, but they do not make it as they please; they do not make it under circumstances chosen by themselves but under circumstances directly encountered and transmitted from the past."

Evan Harp sat down with financial advisor Ramona Maior. Maior reflected on how financial advisors can better serve LGBTQ+ clients. She offered a number of quick and useful tips for advisors.

With June being Pride Month, advisors and market participants are paying renewed attention to strategies relevant to the LGBTQ+ community.

Quarterly Macro Themes, a quarterly publication from our Macroeconomic and Investment Research Group, spotlights critical and timely areas of research and updates our baseline views on the economy.