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…
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...
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…
