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…
2024 Global Market Outlook – Q2 update: Pent-up exuberance
by Andrew Pease, Russell Investments Executive summary: We think it's more likely than not that the U.S. avoids…
Key takeaways from the latest central bank meetings
by Olga Bezrokov, Russell Investments Executive summary: The Bank of Japan delivered its first rate increase in 17…
Bank of Canada leaves interest rates unchanged. When could it begin lowering borrowing costs?
by BeiChen Lin, Russell Investments Executive summary: The Bank of Canada and the European Central Bank held overnight…
Empowering women & investing: Strategies for financial professionals
by Kelsey Anderson, Russell Investments Executive summary: In support of International Women’s Day, we consider the theme of…
Market concentration and the Magnificent Seven: Where next?
by Chris Banse, Russell Investments Executive summary: The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and…
Is a Fed rate cut in May still on the table?
by BeiChen Lin, Russell Investments Executive summary: The U.S. core consumer price index rose by more than expected…
Active management insights: To tech and beyond?
by Gabriel Sauma, Russell Investments Executive summary: Investors experienced a shift in global risk sentiment during Q4, marked…