Tariff Risks Reshape Manager Positioning
by Tom Warburton, Russell Investments MAY 2025 ACTIVE MANAGEMENT INSIGHTS Key takeaways Tariff uncertainty is driving defensive equity…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
How to Stay Afloat Amid Canadaās Economic Riptide
by BeiChen Lin, Russell Investments Sticking to your strategic plan may be the best way to navigate through…
Why Consumer Spending Matters As Markets Struggle
by Alexander Cousley, Russell Investments Key takeaways: U.S. recession risks have increased U.S. government bonds are rallying The…
Could the trade war trigger a recession?
by BeiChen Lin, Russell Investments Key takeaways: Tariff uncertainty is continuing Canadian small-business confidence fell sharply 7.5% earnings…
Thinking about market timing?
by Mike Smith, Russell Investments Key Takeaways: Market timing is difficult and not the type of behavior we…
Is 'Stagflation Lite' on tap?
by Paul Eitelman, Russell Investments The U.S. Fed left interest rates unchanged today as widely anticipated, noting uncertainty…
4 tips for advisors to stay CALM and keep their clients CALM, too
by Tim Halverson, Russell Investments Key takeaways: When markets are volatile, investors get nervous and are likely to…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
Health check: How is the global economy holding up? Canada?
by Paul Eitelman, Russell Investments Executive summary: Canadian equity markets took the resignation of Prime Minister Justin Trudeau…