Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
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...
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,…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
