Russell Investments is a leading global investment firm providing tailored solutions and services to institutions and individuals through financial intermediaries.

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White Paper

A Perfect Storm? 4 ugly truths investors need to know before capital gains season arrives

Taxes matter and tax-managed investing can make a meaningful difference over the course of an investor's time horizon. The market volatility in 1Q2020 and other factors may make 2020 an especially challenging year for capital gain distributions. This paper discusses tactical and structural reasons why investors may want to consider taking advantage of market events and transitioning to tax-managed investing now and examines the potential benefits of opportunistic tax-loss harvesting. Act now to get ahead of this looming tax surprise.

Commentary

Making a trade and checking it twice: Trading mistakes to avoid over the holidays

Trading over the holidays? You’ll want to check this list—errr, article—twice.

Commentary

T is for tax-smart planning. And the time is now.

This is the fifth and last blog in our 2020 series, discussing why Russell Investments believes in the value of advisors. Here we discuss tax-smart planning and investing.

Commentary

Private Markets: Diversifying for the Future

Amid the ongoing COVID-19 crisis, we believe that investing in private markets may offer a raft of potential opportunities. Here's why.

Commentary

Amidst an Uncertain Election, Three Factors Contribute to Market Strength

In today’s blog, I will update the current status of the election results, extend the conversation with regards to the market reaction at this point and revisit what we see as the most important factors investors should be considering going forward.

Commentary

Patience Required: How the Close Vote Count May (or May Not) Impact Markets and Investors

Key takeaways for investors amid the tightening race for the White House and control of the Senate.

Commentary

Cross-Currency Basis: An Eventful Year, but Year-End Should Be Quieter

The volatility of the cross-currency basis was a point of focus throughout March and April, swinging wildly in either direction as funding stresses surfaced. A scramble for liquidity and dollars was, with impressive effectiveness, ultimately satiated by the handiwork of central banks, most notably the U.S. Federal Reserve’s flooding the monetary system with the pre-eminent reserve currency.

White Paper

A Perfect Storm? 4 ugly truths investors need to know before capital gains season arrives

Taxes matter and tax-managed investing can make a meaningful difference over the course of an investor's time horizon. The market volatility in 1Q2020 and other factors may make 2020 an especially challenging year for capital gain distributions. This paper discusses tactical and structural reasons why investors may want to consider taking advantage of market events and transitioning to tax-managed investing now and examines the potential benefits of opportunistic tax-loss harvesting. Act now to get ahead of this looming tax surprise.

Video

Not All Tax Strategies for Investors Are Created Equal

Commentary

Q3 2020 Equity Manager Report: Special U.S. Election Edition

The latest on how equity managers across the globe fared during the third quarter, plus how the upcoming U.S. election is impacting manager viewpoints.

Commentary

Rethinking Defensive Asset Allocations After a 40-Year Bull Market in Treasury Bonds

U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing risk reducers in portfolios of the past four decades. While bonds still have an important role to play in some settings (e.g., liability hedging for retirement plans), we believe investors should look at alternatives for diversification, including inflation-protected securities, gold, defensive currencies and stocks and option protection.

Commentary

Why the Climate Transition Means Renewables Are Here to Stay

The transition toward a more sustainable energy system presents potential opportunities for investors. We explore what those opportunities are, and identify potential watchpoints.

Commentary

Building Portfolio Wealth: It’s Not What You Make, It’s What You Get to Keep

We believe now is as good a time as any to do a portfolio assessment. Here’s why investors and their advisors shouldn’t lose sight of how diversification and taxes affect portfolio returns.

Commentary

Is This Funding Stabilization or Funding Stagnation?

Despite stellar equity returns over the last decade, the funded status for many defined-benefit plan sponsors has either stagnated or fallen. Here's why.

Commentary

Taxes: Potential Benefits of Kicking the Can Down the Road

We believe paying taxes is a scenario where kicking the can down the road can actually be a good thing for taxable investors. Here’s why.