When it comes to ESG, not all issues matter equally across industries. We believe our newly updated ESG scoring methodology best captures the issues that are truly material to companies.
Global equity index futures are trading up about 4% this morning. The coronavirus data over the weekend was less bad. The growth rate in new confirmed cases over the last 24 hours globally was the lowest since March 17—a welcome sign that containment measures are gaining some traction in slowing the spread of the disease.
Just about every facet of life has changed due to the coronavirus pandemic. For many, this has involved adapting to working from home. We share our best practices and tips to help you maintain your productivity—and your sanity.
As the world continues to grapple with the coronavirus, some areas of the market are showing signs of incremental improvement.
Hope is not stupid. My colleague, Paul Eitelman, did a nice job yesterday preparing our clients for the likely horrible news that will most likely greet us for the month of April each and every morning. Today, I would like to take a moment to talk about reasons for hope.
Rebalancing is a case where inaction creates risk to policy in volatile times. One of the most critical rebalancing points of the past decade is ahead of us. So now what?
Policy makers in the U.S. generally have more work to do to limit the damage of the coronavirus crisis than their counterparts in Europe. Here’s why.
A global recession is likely through the first half of the year, with a rebound possible during the second half of 2020, provided the virus threat subsides.
The U.S. Federal Reserve unveiled a series of significant policy measures to help sustain the economy.
We have spent much of the last week talking about the efforts coming out of the U.S., as the Federal Reserve and government leaders are working hard to offset the real economic damage being inflicted by the crisis.
Amid ongoing market chop, more positive signs are emerging from policymakers and central banks as efforts to soften the economic damage caused by the coronavirus continue.
It has been long said that fear and greed drive the market in the short-term. In the long run, however, fundamentals ultimately determine price. When we say fundamentals, what we are really talking about is that the future earning potential of a stock will ultimately drive its value
Our four general rules to help keep clients calm and invested when markets turn choppy.
Markets are eagerly awaiting an announcement with regard to the type of fiscal support the U.S. and other governments will come to the table with. This support will be aimed at preventing potential temporary economic headwinds from becoming more permanent impairments to the global economy.
One of the keys to the outlook here is the ability of businesses to get to the other side of potentially acute short-term cash flow problems. Fiscal policy holds the necessary antidotes in its ability to provide targeted, material support to impacted sectors.
Whatever the news of the day is for the foreseeable future, it is this tension and search for answers that is driving daily market activity. As we have said before, the unpredictable nature of this threat is making finding those answers more difficult. The market hates uncertainty above all things, as uncertainty begets volatility. Expect volatility.
Our outlook for interest rates, assessed through our investing framework of cycle, valuation and sentiment.
Overall, the net effect of this is that funded status stayed roughly the same, likely frustrating sponsors who saw assets rise without a corresponding increase in funded position.
Limited supply and high demand for high-yield municipal bonds may adversely impact an investor’s financial position. Plan now for potential client conversations about exposure to lower quality tax-exempt securities.
Markets around the world are tumbling on fears that the coronavirus could significantly derail global economic growth.
In light of the ongoing coronavirus outbreak, we examine whether a rebound in China’s economy is still possible this year.
This is going to be one of those years where we believe behavior—for advisors and clients—is going to really matter. At Russell Investments, we believe one of the biggest detriments to a client’s return is their own behavior.
Here’s how the SECURE Act may impact your clients. Plan now for these conversations.
Like the three little pigs building their houses, financial advisors have many choices of how they will build their books of business. Many of the most successful advisors embrace fee-only wealth management. In this blog post, we put some numbers to these theories.
Learn more about the remarkable lives and contributions of three leading African American economists.
What makes an investment philosophy or product ESG-friendly? The answers may surprise you.
The past decade has been one for the record books. There has been unprecedented change in almost every aspect of life including technology, transportation, politics, etc.
With Brexit day finally here, the focus turns to trade negotiations between the UK and the EU.
What can advisors learn from institutional investors? Try these four key moves.
Conventional wisdom has long held that value stocks and growth stocks work in different ways, and therefore wouldn’t be found in the same mutual fund. In recent years it has become increasingly difficult to tell the difference between a value and growth manager’s portfolio.
Has passive investing helped drive the outperformance of mega-cap stocks?
Maybe you don’t have a goals-based tracking and reporting system, but you want to have illustrations to show whether a client is on track (or not) to meet their goals.
As the worries mount, it’s worth addressing whether these concerns are truly warranted, or overblown to an extent. Let’s dive right in and tackle this, as well as look at how much of a handbrake such a high level of debt may have on Chinese growth.
Central bank easing and the cooling China-U.S. trade war have set the scene for a global economic rebound in 2020. Our forecast pushes the risk of recession into late 2021, giving equity markets modest upside potential for 2020.
With simmering trade tensions, sputtering growth worldwide and a historically long, but slow, U.S. economic expansion, investors will have to brace themselves for a challenging investment environment in 2020. Change, adaptability and diversification are the key words. Here are steps you can take early in 2020 to position your investment program well for the rest of the year.
A few months ago, we published a paper called Institutional investor best practice by 2025. In this paper, we addressed how investors will need to fundamentally change how they approach capturing opportunities, mitigating risks and managing costs within their investment portfolios to set themselves up for success in 2025 and beyond.
Seven things to know about the new U.S. retirement legislation.
As the year winds to a close, take a look back with us at our top ten favorite blog posts of the year—the thought leadership pieces that sparked the highest levels of engagement among our readers.
Once upon a time—of all the good days in the year, on Christmas Eve—old Ebenezer Scrooge sat busy in his counting-house. Rise from your bed, O Investor and hear first from our very own Ghosts of Investing Past, Present and Yet to Come.
If beta is a racehorse, many investors often assume it takes care of itself in the race toward investment objectives. But doesn't the skill of the jockey matter as well?
While the election outcome was quickly reflected in the pound exchange rate, the direction from here depends on what kind of relationship Boris Johnson really (really) wants to have with the EU. Find out more from our currency expert.
Considering investment outsourcing? Our CFO weighs in on key and peripheral issues to contemplate.
What steps are needed to help build a successful portfolio? One of our divisional directors shares his perspective.
As the clock ticks toward 2020, the overall economic picture remains muddled. Ongoing trade tensions and slumping global growth have cast a cloud of uncertainty over the globe, and forward-looking return expectations continue to look less than impressive.
Nearly every aspect of the advisory industry is undergoing some form of transformation today—spelling an opportunity for those advisors who are committed to continuously evolving their approach.
Throughout the year we asked leading bond and currency managers to consider valuations, expectations and outlooks for the coming months.
The news media, bank executives, the U.S. Federal Reserve (the Fed) chairman and even presidential candidates have made remarks about the recent spike in short-term funding rates. What caused the spike and why is it important?
The U.S. Federal Reserve (the Fed) cut interest rates again—its third such move in as many meetings—lowering its benchmark rate to a target range of 1.50% to 1.75%.
Among the 20 largest US-listed corporate DB sponsors, General Electric Company ended 2018 with the third lowest funded ratio at 75.6%.¹ This is a precipitous decline from 2007, when their funded ratio was the third highest among this group at 129.1%. Over that time period – when the average funded ratio dropped about 20 percentage points - GE's dropped by over 50 percentage points.¹ How did this happen?