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…
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...
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…
