The ‘old’ new Fed, an accelerated taper and a heavily mutated COVID-19 variant
by Paul Eitelman, Russell Investments Well, that was an unusually busy Thanksgiving break. In this article, we catch…
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...
U.S. Treasury yields likely to rise in 2022, but not for the reasons most people think
by Van Luu, Russell Investments We expect the 10-year U.S. Treasury yield to rise in 2022 and be…
Equities are expensive. Bond yields are low. How can income needs be met? Enter model strategies.
by Lindsey Cipro, Kevin Nielsen, Russell Investments For the final wave of baby boomers entering retirement over the…
The contradictions and complications of ESG investing
by Emily Steinbarth, Russell Investments Complicated. Contradictory. Complex. Whatever your preferred word of choice is for describing a…
Q4 2021 Fixed Income Survey: The persistence of transient inflation
by Adam Smears, Russell Investments In this latest survey, 53 leading bond and currency managers considered valuations, expectations…
Risks in China are growing, but manageable
by Alex Cousley, Russell Investments 2021 has been quite an eventful year in China, marked by the 100th…
Inflation, China’s economic slowdown and COVID-19: 3 key concerns for markets
by Erik Ristuben, Russell Investment On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
Are inflationary pressures broadening worldwide?
by BeiChen Lin, Russell Investments On the latest edition of Market Week in Review, Investment Strategy Analyst BeiChen…
Worried about inflation? Let’s take a trip back to the future.
by Martin Roche, Russell Investments Everything in perspective. It’s a phrase we’ve all heard, and we generally believe…
Still transitory: U.S. Fed maintains stance on inflation, announces start of tapering
by Paul Eitelman, Russell Investments There were two main takeaways from today’s U.S. Federal Reserve (the Fed) policy…
Survey: Managers increasingly bullish on China, despite headlines
by Gabriel Sauma, Russell Investments Amid nearly a year of regulatory upheaval in China across various industries, Russell…
Unpacking the latest developments from global central banks
by Alex Cousley, Russell Investments On the latest edition of Market Week in Review, Investment Strategist Alex Cousley…
Flight-to-safety is a prime example of why correlations can't always be trusted
by Peter Mortensen, Russell Investments Investment would be much simpler if the way that markets reacted to any…
Is the stock-bond correlation positive or negative?
by Peter Mortensen, Russell Investments Some periods of history might point to the conclusion that the correlation between…
Ready or not, the second age of ESG investing is here
by Adam Goff, Russell Investments Anyone who thinks markets are not paying attention to ESG is kidding themselves.…
