What the new Section 338 tariffs mean for the U.S. and Canada
by BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy, Russell Investments Key takeaways Trade talks between Canada…
Geopolitics reshapes the role of infrastructure investments
by Michael I. Steingold, CFA, Director, Senior Portfolio Manager, Real Assets, Russell Investments Key takeaways Geopolitics is redirecting capital toward stable…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Global inflation shows signs of easing
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key takeaways Tariff ruling…
Global rates begin to diverge
by Riti Samanta, Co-Head of Global Fixed Income, Russell Investments Key takeaways Fed leaves borrowing costs unchanged Differences…
Five Forces Reshaping Investing for the Second Half of the Decade
by Kate El-Hillow, President & Chief Investment Officer, Russell Investments Key takeaways Investing success now depends less on static…
AI capex wave tests bond market depth
by Adam Smears, Managing Director, Investment Research - Fixed Income, Russell Investments Key takeaways AI-related capital expenditures are…
Navigating market timing in 2026
by Travis Bagley, Director, Transition Management, Russell Investments Key takeaways Volatility risk often rises around policy meetings and…
Why we believe quality stocks are mispriced
by Jon Eggins, CFA, Megan Roach, Nick Haupt, Russell Investments Key takeaways Quality stocks have underperformed this year amid…
Higher rates, higher debt: The infrastructure opportunity
by Michael I. Steingold, CFA, Director, Private Markets, Russell Investments Key takeaways Rising long-term interest rates are reshaping the opportunity…
The holiday trading effect: Timing, liquidity and investor impact
by Jason Lenzo, Head of Trading, Russell Investments Key takeaways Analysis of multi-year trading data reveals liquidity typically…
Markets dip as investor sentiment weakens
by Paul Eitelman, Russell Investments Key takeaways Global equities decline U.S. earnings remain robust Bank of England stays…
Managers refine how they navigate AI market concentration
by Jonathan Woo, Senior Research Analyst, Russell Investments NOVEMBER 2025 ACTIVE MANAGEMENT INSIGHTS Key takeaways Global policy support…
What investors should know about Canada’s new budget
by BeiChen Lin, Russell Investments Key takeaways Canada’s 2025 budget shows an expected total deficit of nearly $80…
Macro Vitals Show Life Despite Dead Zone for Data
by Paul Eitelman, Chief Global Investment Strategist, Russell Investments Key Takeaways U.S. growth remains resilient Japan gets a…
How to Make Sense of Three Interest-Rate Policy Moves
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key Takeaways Fed, Bank of Canada…