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…
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...
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…
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…
