Is China coming back with a bang?
by Alex Cousley & Yavor Obreshkov, Russell Investments Executive summary: Chinese equities are extremely cheap and priced for…
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
What is tax-loss harvesting? It’s a way to create a tax asset.
by Rob Kuharic, Russell Investments Executive summary: Investment gains in a portfolio create value. But you can also…
What happened at COP28 and why does it matter to the average investor?
by Kris Nelson, CFA & Jihan Diolosa, Russell Investments When stakeholders convened at COP28, the 28th Conference of…
Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
by Philip Saucier, CFA, Russell Investments Executive summary: There's more to an overlay program than just cash equitization…
Is a U.S. recession still possible in 2024?
by Erik Ristuben, Chief Investment Strategist, Russell Investments Executive summary: We expect the impacts of aggressive monetary tightening…
2024 Global Market Outlook: The Twilight Zone
by Andrew Pease, Russell Investments Executive summary: It’s possible that a 2024 recession could be avoided, but we…
Year-end strategies for advisors. Will you make SANTA’s "nice" list?
by Tom Halverson, Russell Investments Executive summary: Now is the time for advisors to prepare for a strong…
The energy transition, Part 3: Implications for economies and markets
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: There is broad agreement that economic damages will…
The energy transition, Part 2: The transition challenge
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: Fossil fuels, particularly oil, are difficult to replace…
What’s behind the volatility in U.S. Treasury yields?
by Paul Eitelman, Russell Investments Executive summary: Cooling inflation rates are sparking a decline in U.S. bond yields…
The energy transition, Part 1: A primer on the clean energy transition
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: A transition away from fossil fuels is likely…
Portfolio rebalancing, Part 1: The ideal rebalancing range
by Brian Causley, CFA, Russell Investments Executive summary: The ideal rebalancing range varies by investor and depends on…
Flavor of the croissants: An analysis of why we still remain cautious about the economic outlook
by BeiChen Lin, Russell Investments Executive summary: The Federal Reserve (the Fed) has made some relatively painless progress…
