Commentary

Overcoming ESG Hurdles: From Data to Impact

Careful data management and having a formal impact measurement framework in place are essential to preventing greenwashing and ensuring consistent impact delivery.

Commentary

Market Concentration and the Magnificent Seven: Where Next?

The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and Tesla) have been the largest driver of equity returns in recent years and were again the dominant contributors in 2023, accounting for more than half of the market increase.

Commentary

Staying Ahead of the Game With Direct Indexing in Financial Advisory

Looking back, I believe the financial advisors who were most willing to adapt to changing times were generally more able to set themselves apart from the crowd and experienced a higher rate of success.

Commentary

January U.S. CPI: A Small Setback for the Immaculate Disinflation

The consumer price index (CPI) for January showed that core inflation held steady at a rate of 3.9% last month, a small setback in a trend of moderating inflation in the U.S. Healing in global supply chains and a rebalancing of the U.S. labor market have helped to dramatically tame inflation over the past year.

Commentary

What China’s Economy Means for Institutional Investors

China's economy has disappointed most expectations over the past year. China's need to rebalance from investment to consumption is coming when tensions with the U.S. are elevated. This could create continued volatility. We believe China does have the levers to alleviate some key challenges.

Commentary

2024 Tax Rates: Essential Insights for Financial Advisors

When it comes to taxes, it's always best to be prepared for any future changes that could either benefit or hurt your clients. This year's inflation-related adjustments to tax brackets and standard deductions could give some of your clients more flexibility to manage their capital gains.

Commentary

Is China Coming Back With a Bang?

Chinese equities are extremely cheap and priced for bad news. We believe this environment may present opportunities for active managers.

Commentary

Active Management Insights: To Tech and Beyond?

Investors experienced a shift in global risk sentiment during Q4, marked by lower inflation and the anticipation of an end to the rate hiking cycle.

Commentary

T+1 Settlement: Is Your FX Trading Impacted With the Equity Settlement Shift to T+1?

In February 2023, the Securities and Exchange Commission adopted rule amendments to shorten the standard settlement cycle to T+1 for transactions in U.S. securities including equities, corporate bonds, unit investment trusts, and exchange-traded funds.

Commentary

Bank of England: Rate Cuts Coming Into Sight

The Monetary Policy Committee (MPC) vote in favor of keeping the Bank of England (BoE) policy rate at 5.25%.

Commentary

Equity Factor Report – Q4 2023: Growth Strategies Rally on the Prospect of Lower Interest Rates

In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Global Lage Cap Quality factor was flat for the quarter.

Commentary

Tax Loss Harvesting: Frequency Matters

Many advisors wait until the end of the year to harvest tax losses, but that may not be the best policy. Stock markets frequently go up in the last two months of the year so better harvesting opportunities may be available at other times.

Commentary

Quarterly Trading Report – Q4 2023: Rally Time

A renewed sense of optimism emerged during the fourth quarter, sparking an increase in U.S. equity trading volumes and a rally in risk-on fixed income assets.

Commentary

Investing in Private Infrastructure: A Look at Insights, Trends and Expert Perspectives

More institutional investors are exploring infrastructure for diversification, income and stable return potential as well as inflation protection. Investors are looking at both the traditional segments and newer digital sectors along with renewables.

Commentary

Q4 Active Management Review: Expectations of Easing Propel Markets Higher

The fourth quarter of 2023 was a more favorable environment for active managers in the UK, Europe, Emerging Markets, U.S. Small Cap and Listed Infrastructure, while being more challenging for U.S. Large Cap, Global, Global ex-U.S., Japan, Australia, Canada, Long/Short and Global Real Estate managers.