Inflation slows, AI soars: Unpacking Q2’s key market themes
by Paul Eitelman, Russell Investments Executive summary: The Magnificent Seven group of stocks turned in another stellar performance,…
2024 Global Market Outlook – Q3 update: Three-scenario problem
by Andrew Pease, Russell Investments Executive summary: Our base case scenario is for the U.S. economy to achieve…
Is small cap exposure still a good idea? Asking for a friend …
by Jordan McCall, Russell Investments Executive summary: U.S. small cap stocks have struggled significantly in the past decade…
Value of an advisor: A is for Active Rebalancing and Asset Allocation
by Nancy Fahmy, Russell Investments Executive summary: Ensuring a portfolio is actively and regularly rebalanced is one of…
The big shifts: Street-level insights from the trading desk
by Jason Lenzo, Lisa Cavallari, Natsumi Matsuba, Greg Nordquist, CFA, & Brandon Rasmussen, Russell Investments Executive summary: The…
Key takeaways from Q1 earnings season around the world
by Paul Eitelman, Russell Investments Executive summary: Results from U.S. first-quarter earnings season are tracking well above consensus…
Bursting the myth: Understanding market bubbles
by Pierre Dongo-Soria, CFA, Russell Investments Executive summary: It's important for investors to distinguish between market bubbles and…
Passive investing could be very costly. What’s your plan if a market correction strikes?
by Jonathan Woo, Russell Investments Executive summary: The price-to-earnings ratio of the Magnificent Seven is not yet at…
A step in the right direction: U.S. inflation eases in April after hot start to the year
by Shailesh Kshatriya, Russell Investments Executive summary: Core inflation slowed to 3.6% in April in the U.S. U.S.…
May 2024 Active Management Insights: Beyond the Magnificent Seven
by Gabriel Sauma, Russell Investments Executive summary: Managers are increasingly focusing on sectors beyond tech that could benefit…
Demystifying private equity valuations
by Dan Fletcher, Russell Investments Executive summary: Most private equity managers rely on three common approaches to valuation:…
How the NFL draft is like building an investment portfolio: The process of choosing winners
by Kevin Nielsen, Russell Investments Executive summary: The team executives who choose players in the National Football League…
Russell Investments 2024 Private Markets Survey: Where do managers see opportunities today?
by Darren Spencer, Russell Investments Executive summary: The survey shows that private markets managers see attractive opportunities in…
Why are U.S. yields rising? It’s the economy!
by Shailesh Kshatriya, Russell Investments Executive summary: Despite likely Fed rate cuts this year, U.S. government bond yields…
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
