C is for customized experience and family wealth planning
by Nancy Fahmy, Russell Investments Executive summary: The trend of customization is showing up in the financial services…
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...
How to build better relationships in a virtual world
by Derek Hart, Russell Investments Executive summary: Like other industries, wealth management has moved to a virtual world…
The value of staying in the middle of the net: Q2 2023 Economic and Market Review
by Mark Eibel & Dawn Lewis, Russell Investments Executive summary: While money market assets have risen in recent…
Q3 2023 update: Real-time risk exposure report
by Travis Bagley & Greg Nordquist, Russell Investments Executive summary: Investors should be aware of potential real-time market…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
B is for behavioral coaching: How much value does your guidance add?
by Tina Downing, Russell Investments Executive summary: An advisor’s greatest contribution to an investor’s bottom line is their…
CPI, my oh my: Is the July Fed rate hike the last for this cycle?
by Shailesh Kshatriya, Russell Investments In our latest episode of Market Week in Review, Michelle Batjargal, Equity Manager…
To divest, or not to divest? That is the question
by Fran Lopez de Saa, Russell Investments Executive summary: We believe that avoiding whole sectors or business models…
U.S. first-quarter GDP revised upward. Does this increase the chances of a July rate hike?
by BeiChen Lin, Russell Investments Executive summary: U.S. economy grew at 2% clip in Q1, latest report shows…
Concentrated stock positions: The consequence of forgetting to spring clean a portfolio
by Joe Gaudreau, Russell Investments Executive summary: Spring cleaning is essential to a cleaner home, just like rebalancing…
2023 Global Market Outlook – Q3 update: Slowly slowing
by Andrew Pease, Russell Investments Executive summary: We believe that the creeping economic slowdown in the United States…
Supercars vs. Uber drivers: Risk management for actual humans
by Peter Corippo, Russell Investments Executive summary: The complexity of some risk management platforms can lead to a…
Why hiring a skilled active manager is critical during today's highly concentrated stock market
by Nick Haupt, CFA, Russell Investments Executive summary: Today's U.S. equity market is highly concentrated, with seven stocks…
Confessions of an overlay manager
by Brian Causey, Russell Investments Executive summary: Derivatives are a marvel—you can experience the practical benefits of holding…
Value of an advisor: A is for the Active Rebalancing of investment portfolios
by Nancy Fahmy, Russell Investments In a difficult year such as 2022, rebalancing between asset classes that are…
