Women & Planning

Green bond issuers tend to excel at reducing greenhouse gas emissions, per a Bank for International Settlements study.

Muni issuers are generally sound, so cuts in aid would be felt but dealt with.

Value investing and emerging markets are not often associated with one another. Conventional wisdom says that emerging markets, with their rapidly developing economies and rising consumer classes, are naturally the hunting ground of growth-oriented investors.

Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.

Start the new year right by reviewing and revamping your financial plan.

Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.

To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.

The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.

For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.

The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.

Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

Many investors today use EM debt for the wrong reasons, manage it imprudently, or overlook the best parts.

Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages.

Historically, investors have struggled to add meaningful alpha through security selection. A dynamic new credit scoring approach could change that.

As GMO celebrates its 30th anniversary managing emerging debt this year, we offer our comprehensive guide to emerging debt markets. Given the tumultuous recent events – a global pandemic, defaults, repricing of interest rates, relentless strength in the U.S. dollar – we’ll focus on the Why as a starting point. Then we’ll dive into the proliferating How, covering strategies and vehicles.

In my cycles book I’m reviewing the forecasts of Neil Howe, Peter Turchin, George Friedman, and Ray Dalio. For different historical reasons and patterns, all see a crisis culminating at the end of this decade. Some readers have legitimately pushed back, saying no one knows the future.

The most glaring uncertainties today, which contributed to early August seeing some of the largest market moves in the last several years, are the risks associated with the Federal Reserve’s dual mandate.

The BlackRock Flexible Income ETF (BINC) launched less than 15 months ago and is already approaching $4 billion in AUM.

Recent macroeconomic and geopolitical developments, along with shifting AI sentiment, have raised concerns over whether strong headline returns, low volatility, and persistent mega cap tech leadership can continue as we look ahead.

It's been another strong first half for the U.S. ETF industry, with overall flows set to challenge or surpass historic records.

As part of our annual tradition, we’ve reached out to Russell Investments’ associate base to come up with four recommended books for this year’s summer reading list. Below are our choices, which cover a wide variety of topics, including leadership development, diversity and inclusion and the artificial intelligence revolution.

The Asian high-yield market is evolving faster than investor perceptions.

In the second half of the year, investors will likely be navigating a potential divergence in monetary policy among the major economy central banks, a more normalized U.S. interest rate regime, and an equity market that may favor quality.

I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much I enjoy international travel (well, except for jet lag!). Our world has so many wonders most people never get to experience. Of course, “there’s no place like home,” but seeing other places makes me happy, too.

We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.

More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.

An AI bubble may be simmering in the background, so for investors still looking for AI ETFs, it may be worth taking a discerning look around.

What do people really mean when they talk about impact investing? Typically they’re referring to investments made with the intention of generating measurable social or environmental benefits in addition to financial return.

Discover the reasons investors diversify their portfolio with alternative investments.

Investors have been opting for intermediate-term bonds funds as uncertainty over the Federal Reserve's policy looms.

From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.

ESG is a massive topic; in fact, so big that it is hard to give it justice in the approximately 1,500 words I have at my disposal in these monthly letters. Consequently, I have decided to split it over two months.

On Jan. 30, Senior Director and Head of ESG and Investment Management Kris Tomasovic Nelson moderated an online discussion exploring the findings of Russell Investments’ 2023 Manager ESG Survey. In its ninth year, the annual survey offers valuable insights into the evolving landscape of ESG practices within the investment management industry.

This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.

Since the 1980s, we have celebrated and honored female trailblazers, who have shaped our history and advocated for change, during Women’s History Month.

The real estate sector represents a mere 2.31% of the S&P 500. Just two sectors – materials and utilities – command smaller allocations in the benchmark domestic equity gauge. That low weight garnered by real estate stocks and REITs belies the popularity of those assets among investors.

Emerging markets debt proved sturdy in 2023. And more of the same could be on the way this year. That’s because fixed income investors are looking outside of the U.S. for elevated levels of income.

Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

AB’s Chief Responsibility Officer previews areas of research focus for our Responsible Investing teams in 2024.