We believe that the recently announced U.S. stimulus deal reinforces the positive economic outlook for 2021. Here's why.

As the sun sets on one of the most challenging years in memory, many healthcare systems and other types of non-profits find themselves in starkly different financial situations than they were at the start of the year.

Is the rotation toward value here to stay? What could stall the economic recovery? In the first in a four-part series of blog posts, we explore the key issues that are likely to impact the investment landscape in 2021.

The ravages of the pandemic mean a shift is needed to boost financial resilience, Chairman and CEO Michelle Seitz writes in the Financial Times.

We anticipate that COVID-19 vaccines and the easing of lockdowns will allow for a return to more normal economic activity by mid-2021.

Passage of last year's SECURE Act may spark increased adoption of lifetime income products in defined contribution plans. Here's why.

Will support for ESG investing in the U.S. increase under the administration of President-elect Joe Biden?

Trading over the holidays? You’ll want to check this list—errr, article—twice.

This is the fifth and last blog in our 2020 series, discussing why Russell Investments believes in the value of advisors. Here we discuss tax-smart planning and investing.

Amid the ongoing COVID-19 crisis, we believe that investing in private markets may offer a raft of potential opportunities. Here's why.

In today’s blog, I will update the current status of the election results, extend the conversation with regards to the market reaction at this point and revisit what we see as the most important factors investors should be considering going forward.

Key takeaways for investors amid the tightening race for the White House and control of the Senate.

The volatility of the cross-currency basis was a point of focus throughout March and April, swinging wildly in either direction as funding stresses surfaced. A scramble for liquidity and dollars was, with impressive effectiveness, ultimately satiated by the handiwork of central banks, most notably the U.S. Federal Reserve’s flooding the monetary system with the pre-eminent reserve currency.

The latest on how equity managers across the globe fared during the third quarter, plus how the upcoming U.S. election is impacting manager viewpoints.

U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing risk reducers in portfolios of the past four decades. While bonds still have an important role to play in some settings (e.g., liability hedging for retirement plans), we believe investors should look at alternatives for diversification, including inflation-protected securities, gold, defensive currencies and stocks and option protection.

The transition toward a more sustainable energy system presents potential opportunities for investors. We explore what those opportunities are, and identify potential watchpoints.

We believe now is as good a time as any to do a portfolio assessment. Here’s why investors and their advisors shouldn’t lose sight of how diversification and taxes affect portfolio returns.

Despite stellar equity returns over the last decade, the funded status for many defined-benefit plan sponsors has either stagnated or fallen. Here's why.

We believe paying taxes is a scenario where kicking the can down the road can actually be a good thing for taxable investors. Here’s why.

It's a new cycle for the economy, but some asset classes look decidedly late cycle in terms of valuation. What might this mean for markets through the remainder of the year?

Imagine if you could show your clients the impact of taxes between funds and categories. Now you can. Here’s an exclusive first look at our Tax Impact Comparison Tool.

Your social network may be an untapped and robust source for uncovering prospects. While you may be suffering from COVID-19 fatigue, we believe prospecting and having introductory conversations about the services you provide could be one of the best uses of your time.

It’s open season on capital gains. Four ways advisors can help clients navigate potential unpleasant taxable distributions.

With the COVID-19 crisis far from over, we expect increased policy stability in the U.S. next year, no matter who wins in November.

Five companies now comprise 26% of the market capitalization of the S&P 500® Index, making for the most concentrated U.S. equity market in the last 40 years. What are the potential dangers of this for investors?

With multiple future scenarios as to how climate change may play out, there are also multiple potential consequences in store for investments. This post takes a detailed look at climate-change risk management.

The U.S. stock market seems to be looking through this economic catastrophe. For the five months and one week since the start of the recession—March through August 7, 2020—the U.S. stock market, as measured by the S&P 500, has returned +14.3%.

Emerging markets are confronting a slew of short-term challenges caused by the coronavirus pandemic. Is there hope for a turnaround on the horizon?

We believe that the Norwegian krone and the New Zealand dollar stand to benefit from how their governments have handled the coronavirus, whereas the appeal of the U.S. dollar may wane due to high infection rates.

We explore the increased use of engagement terminology by fixed income market practitioners as a part of their ESG integration efforts.

Ultimately, we believe that investors who are unaware of ESG and do not integrate ESG into their investment processes may be exposing themselves to additional, unnecessary and possibly unrewarded risks.

With less than four months to go until Americans cast their votes for president, we’ve fielded an increase in questions from clients as to whether the U.S. presidential election poses a risk to markets and the economy. The short answer is yes.

Imagine telling clients you’re their guru, guide and gladiator. Learn a simple framework to help articulate your distinctive value.

This is the second in a series of posts focusing on the formula of advisor value. In this post, we tackle the behavioral mistakes that investors typically make. Addressing the investment behavior of your clients may be the greatest value you provide.

The case for considering tactical and long-term allocations to small cap stocks.

Markets have rallied on hopes for an economic recovery as coronavirus-imposed lockdowns are eased across the globe. The rebound has been helped by oversold investor sentiment, but with sentiment back to neutral, so too is our strategists’ market outlook.

Can you reignite the growth of your business in the the second half of 2020? We think so. Here’s why we believe the next six months may hold a once-in-a-lifetime opportunity.

In this latest survey, 68 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.

Having trouble helping your clients appreciate a balanced portfolio? These charts may help.

Our secrets for hosting a great virtual meeting.

Three factors that may explain today’s disconnect between Wall Street and Main Street.

This post is part of a series delving into the growth-versus-value debate. Here we explore three considerations when evaluating growth-versus-value positioning.

We're excited about the opportunities we see in value investing going forward. Here's why.

I’m trying to think of a year when rebalancing has been more important. None come to mind.

Potential for a large payoff on value strategies may exist soon, if history is any guide.

Capital markets are in disarray in reaction to the coronavirus crisis and the necessity of pausing the global economy. The CBOE Volatility Index (the VIX) rose to over 80 in March and thankfully has settled down to a level of about 35, which is still over twice its trailing five-year average of about 15.

Key watchpoints for China as it emerges from the COVID-19 crisis.

Drawing on lessons learned from the credit crisis of 2007, here's how we're transitioning fixed income assets amid the coronavirus pandemic.

I hope this message finds you and those close to you in good health as we all navigate the fallout that happens when a health crisis spills over and triggers an economic crisis.