Are equity managers reconsidering their exposure to more expensive growth stocks? Check out the latest insights from our manager research team.
If you’re committed to helping your clients achieve their financial outcomes, don’t avoid discussing taxes.
Quitting tobacco is good for your health. But how is it for your portfolio?
The United Nations-supported PRI has made strides in changing the global attitude to responsible investing.
Amid ongoing trade tensions and slumping growth worldwide, the global macroeconomics and geopolitical outlook remains highly uncertain—suggesting that an environment of low rates, sluggish growth and high valuations may linger well into 2020.
Learn the potential benefits of a harmonized investment approach to your organization's DB and DC plans.
Is home-country bias limiting your portfolio’s (future) potential? Here's why we believe global diversification should be an integral part of an investor’s portfolio.
Heading into the fourth quarter, our outlook remains cautious as markets continue to grapple with both trade and Brexit uncertainty.
The Fed lowered interest rates for the second time this year at the conclusion of its FOMC meeting. Is another cut possible before year-end?
An industry veteran—and slacker—shares his perspective on reaching and communicating with Generation X clients.
While the clear majority of mutual funds provide daily liquidity, it's not guaranteed. This is why understanding the potential risks to liquidity is key.
Why listed infrastructure? Let’s follow the logic chain: Equity-market volatility, low fixed-income yields and increased economic uncertainty all stand as potential stumbling blocks that threaten to derail even the best-laid of plans.
Taxes are going to cost you a lot this year. By how much, you're wondering? Let’s start first by looking back.
The importance of environmental, social and governance (ESG) factors in investment decisions continues to grow exponentially—to the point where an understanding of ESG now appears critical to carrying out a skillful investment process.
What’s the difference between a tax-aware, tax-efficient or tax-managed approach to investing? See why it matters and why we believe managing for taxes can make a difference for investors.
As China embarks on a transition to a more consumption-based economy, its health is likely to have an increasing impact on the well-being of the global economy.
While cash can be comforting, it may come at a cost to an investor’s ending wealth.
How much longer could America's record-setting economic expansion continue?
The concept of diversification is nothing new for investors. The adage “don’t put your eggs in one basket” simply states why diversification is vital. There are several potential benefits of a diversified multi-asset investment portfolio, and one of the most important is to reduce concentration risk.
Forget the either/or. When it comes to investing your hard-earned money for retirement, wouldn’t you want as many options as possible?
Planning has become table stakes in our industry, but I say that with a note of caution. When a financial plan feels like a box-checking exercise, it can be seen as a commodity. When you position your own planning process to your clients, be intentional.
This is the longest U.S. economic expansion ever. And while expansions don’t die of old age, it’s prudent for investors and central bankers to think now about the potential consequences of the next global recession.
In Part 2, Global Chief Investment Officer Pete Gunning drills further into the details behind our overlays, and the value we see in harnessing investment insights from our managers.
Global growth is slowing. Corporate profits are shrinking. Business investment is waning. And the seemingly-perpetual bull market, buoyed by the longest U.S. expansion on record as evidenced by the S&P 500, may be entering its final stages.
An escalating China-U.S. trade war sent stocks reeling, as markets weighed potential impacts to U.S. consumer spending, corporate earnings and job growth.
The Fed lowered its benchmark interest rate for the first time in over a decade today, but stocks still moved lower. Why?
Under today’s current market conditions, real assets may provide an opportunity for portfolio diversification and growth.
How did active equity managers fare during Q2? Check out the latest insights from our manager research team.
Our annual summer reading list, with a twist: Our top 3 books on counterintuitive thinking.
Looking to grow revenue? Your greatest opportunity may exist within your own book of business.
Let’s cut to the conclusion: Does an ESG-related mandate require a performance hit? No.
The technology sector has helped fuel one of the longest economic expansions in the history of the United States. It’s worth looking back to the late 1990s to recognize what expectations were created for the tech sector and better understand where we are today.
This is the third in a series of posts focusing on the formula of advisor value. Here we discuss the cost of basic investment-only management—which is not only worthwhile, but necessary. Yet it should also be a warning sign if your value proposition is based solely on your investment management prowess.
Our latest survey of global fixed income investment firms reveals conflicting viewpoints between interest-rate managers and credit managers on growth expectations and risk assets.
An escalation in trade-war tensions between China and the U.S. has sparked a slowdown in global growth and a yield-curve inversion. Could global central bank easing and China stimulus turn the tide?
On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Rob Cittadini, director, Americas institutional, discussed the recent rise in markets, deteriorating economic data and newfound optimism surrounding the China-U.S. trade war.
The U.S. central bank left interest rates unchanged at the conclusion of its June meeting, but signaled it may lower borrowing costs next month.
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.
Here’s how you can slay the tax beast and help your clients minimize the impact of taxes.
In the latest update:
3 reasons why we believe private markets are an attractive alternative.
The disconnect between retirement confidence and preparation—and 3 simple ways advisors can make a difference.
3 principles to focus on when weighing risk in a bond portfolio.
Until early 2018, the market had been behaving in a consistent pattern for several years. Corrections were short-lived, as were spikes in implied volatility–as measured by the CBOE Volatility Index (the VIX)–from otherwise suppressed levels. While the correction in Q4 2018 was longer-lived, we have already bounced back from this drawdown, with the promise of prolonged monetary accommodation by the U.S. Federal Reserve (the Fed).
Is the market-implied probability of a U.S. Federal Reserve (the Fed) rate cut later this year overblown? Our answer: Yes.
Are you engaging with millennials on the topic of responsible investing? Here’s how trusted advisors can both educate, develop a financial plan and address their specific preferences in investing.
On the latest edition of Market Week in Review, Quantitative Investment Strategist Abraham Robison and Sophie Antal Gilbert, head of AIS business solutions, discussed the recent setback in U.S.-China trade negotiations and what it may mean for markets going forward.
If you’re even an occasional bowler, you know about the dreaded 7-10 split. For advisors, it can feel just as hard to keep clients invested in international equities, after U.S. equities have done so well for so long.
We believe that full portfolio control is more critical than ever in today’s investment landscape. Here’s why.
Russell Investments believes in the value of an advisor. It is part of our corporate DNA. Delivering, communicating and elevating your value so your investors have a better chance at meeting their financial goals has never been more important.