Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
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...
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…
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…
