Real assets: Today’s Mag 7 diversifiers?
by Conner Jensen, Danielle Rodriguez, Russell Investments Executive summary: Real assets are comprised of two main asset classes—real…
Q3 2024 Active Management Review: Market leadership reverses
by Gabriel Sauma, Russell Investments Executive summary: Market leadership changed course during the third quarter, with the Low…
The language of clients: it’s different from yours
by Nancy Fahmy, Russell Investments Executive summary: Advisors may focus on performance, fund ratings, and metrics like beta…
Value of an Advisor: T is for tax-smart planning and investing
by Rob Kuharic, Russell Investments Executive summary: When it comes to investing, it's not about how much a…
U.S. markets today are extremely concentrated. What does this mean for active management?
by Alexander Baker & Jonathan Woo, Russell Investments Executive summary: Market concentration in the U.S. is the highest…
2024 Global Market Outlook – Q4 update: Definitely Maybe
by Andrew Pease, Russell Investments Executive summary: Our base-case scenario is for the U.S. to achieve a soft…
4 opportunities in private equity investing today
by Dan Fletcher, Russell Investments Executive summary: Deal activity in private equity has slowed significantly from 2021 due…
Value of an Advisor: C is for customized experience and family wealth planning
by Tina Downing, Russell Investments Executive summary: As our lives become more complicated, our goals and needs become…
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
The hidden costs of investing: The tax iceberg
by Derek Hart, Russell Investments Executive summary: Most investors are aware of certain taxes on their investments, such…
Are brighter days in store for bond investors?
by Mike Gavan , Ryan Katona , Austin O'Neill, Russell Investments Executive summary: Two years ago, the Fed's…
The U.S. small cap rally has been fast and furious. But is it here to stay?
by Jordan McCall, Russell Investments Executive summary: After months of struggle, U.S. small cap stocks have staged a…
What’s behind the recent rally in U.S. small cap stocks?
by Shailesh Kshatriya, Russell Investments Executive summary: U.S. small cap stocks have soared due to falling yields and…
Value of an Advisor: B is for Behavioral coaching
by Maria Nastasi, Russell Investments Executive summary: Humans are often led by their hearts and not their heads,…
The unnerving calm of equity markets
by Shailesh Kshatriya, Russell Investments Executive summary: U.S. equity markets are in a period of extended calm, with…
