Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
March 6, 2025
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,…
February 17, 2025
Three investor watchpoints during the incoming U.S. administration’s first 100 days
by Paul Eitelman, Russell Investments Executive summary: The incoming U.S. administration of President-elect Donald Trump may make significant…
January 20, 2025
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…
January 14, 2025
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
December 16, 2024
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
December 11, 2024
The value of AI in asset management
by Evgenia Gvozdeva, Ph.D., Russell Investments Executive summary: AI can be used by investment managers to refine the…
December 1, 2024
Inflation rises in Canada. How could this impact the Bank of Canada’s upcoming decision on rates?
by BeiChen Lin, Russell Investments Executive summary: Canadian inflation rates ticked up during October U.S. Q3 earnings continue…
November 27, 2024
An investor's guide to potential U.S. policy changes in 2025
by Paul Eitelman, Russell Investments Executive summary: U.S. policies are set for a major reshaping as full Republican…
November 24, 2024
Key takeaways from October’s U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
November 21, 2024
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…
November 7, 2024
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…
October 28, 2024
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…
October 17, 2024