Commentary

Tariff-Fueled Volatility Reveals Access to Best Ideas

How our open platform of best-of-breed managers allows us to distill complexity in the face of market turbulence by tapping into their collective intelligence.

Commentary

Hard Data Points to Soft Landing: But Confidence Wanes

Eitelman began by assessing the health of the U.S. economy through hard and soft data. He explained that hard data refers to measures of actual spending and economic activity, while soft data refers to how companies and consumers respond to surveys.

Commentary

Consider Direct Indexing to Offset Pain From Market Volatility

Investing in stocks so far in 2025 has not been for the faint of heart. Some market indices have undergone wild swings, flirting with bear-market territory

Commentary

4 Reasons to Believe in This Economy

Talk of a recession is everywhere. The case is simple: Liberation Day delivered the biggest increase in tariffs in a century. Consumer prices will rise. Purchasing power will decline. Recession…right?

Commentary

Tariff Pause Brings One-Day Relief Rally–Largest Since '08

After several weeks of steep selloffs, the major averages roared back on Wednesday as the Trump administration announced a 90-day pause on its reciprocal tariffs.

Commentary

2025 Global Market Outlook: The Mechazilla Moment

An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth.

Commentary

What to Watch in The Face of Tariff Turbulence

As investors are uncomfortably aware of, global equity markets have been in freefall since U.S. President Donald Trump’s announcement of “reciprocal tariffs” on April 2.

Commentary

Why Consumer Spending Matters As Markets Struggle

On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed the details of the Trump administration’s tariff plan and the market’s reaction.

Commentary

How to Make Sense of Trump's 'Tough Love' Tariffs

U.S. stocks underperformed in the first quarter of 2025, hit by a double whammy from intensifying policy uncertainty and a U-turn in select mega cap stocks.

Commentary

Could the Trade War Trigger a Recession?

On the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, discussed the latest tariff developments. He also revealed key watchpoints for upcoming U.S. and Canadian employment reports and finished with a preview of U.S. first-quarter earnings season.

Commentary

Thinking About Market Timing?

We have certainly seen an uptick in this sentiment accompanying the increase in market volatility since the start of the year.

Commentary

Germany Takes the Handbrake Off

On the latest edition of Market Week in Review, Director and Global Head of Solutions Strategy, Van Luu, discussed the latest rate decisions from key central banks. He also talked about fiscal reform in Germany and reviewed recent U.S. market performance.

Commentary

Is 'Stagflation Lite' on tap?

he central bank made a technical move on the balance sheet, reducing the pace of permitted runoff in its Treasury holdings from $25 to $5 billion per month.

Commentary

Rethinking Diversification – Alternative Downside Risk Management

On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.

Commentary

Doing More With the Same: The Power of OCIO

I recently celebrated another trip around the sun, which meant I couldn’t let the occasion pass without enjoying some birthday cake.