U.S. and global equity markets are up 92% and 81%, respectively, from their March 23, 2020, lows through May 31, 2021.
With only a few brief downturns in an otherwise upward trend in the U.S. equity market since the Global Financial Crisis, declining interest rates have pulled forward the net present value of distant earnings and propelled growth stocks (and the market as a whole) higher.
Something that I am asked by advisors over and over again is what ideas have you heard?
Find out what happens to advisor value when tax-smart planning and investing are offered to clients. In this year of historic government stimulus packages, it seems likely that taxes are only going up as we emerge from the global pandemic.
Discover how an active tax-managed investing approach can potentially provide significant value to your clients. Don’t miss out on this way to further sharpen your value with clients. How do you compare? Get the study.
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Head of Portfolio & Business Consulting Sophie Antal Gilbert discussed the meeting minutes from the U.S. Federal Reserve (the Fed), the latest inflation data and the recent volatility in cryptocurrency markets.
Effective vaccines, historic fiscal stimulus, Democratic Party control of the legislature, even more stimulus, reopening economies, 6% U.S. real GDP (gross domestic product) growth, 25% U.S. EPS (earnings per share) growth, and maybe even an infrastructure plan sprinkled on top.
It’s coming. Is it here? Perhaps. Or maybe not. But sooner or later, it is coming. Preparing now for the eventuality seems the most prudent course.
Investors and planners desire clarity around tax rates to help make informed decisions around investment moves and related impacts to portfolios.
We believe that the recently announced U.S. stimulus deal reinforces the positive economic outlook for 2021. Here's why.
As the sun sets on one of the most challenging years in memory, many healthcare systems and other types of non-profits find themselves in starkly different financial situations than they were at the start of the year.
Is the rotation toward value here to stay? What could stall the economic recovery? In the first in a four-part series of blog posts, we explore the key issues that are likely to impact the investment landscape in 2021.
The ravages of the pandemic mean a shift is needed to boost financial resilience, Chairman and CEO Michelle Seitz writes in the Financial Times.
We anticipate that COVID-19 vaccines and the easing of lockdowns will allow for a return to more normal economic activity by mid-2021.
Passage of last year's SECURE Act may spark increased adoption of lifetime income products in defined contribution plans. Here's why.
Will support for ESG investing in the U.S. increase under the administration of President-elect Joe Biden?
Trading over the holidays? You’ll want to check this list—errr, article—twice.
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.
Amid the ongoing COVID-19 crisis, we believe that investing in private markets may offer a raft of potential opportunities. Here's why.
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.
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
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.
What do tax strategies and headphones have in common? Listen in with Rob Kuharic, Director of Tax Managed Solutions at Russell Investments, as he breaks down the different approaches to help an investor maximize their after-tax returns. Hear how a total tax-managed investing approach can help. Learn more.
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.
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.
The transition toward a more sustainable energy system presents potential opportunities for investors. We explore what those opportunities are, and identify potential watchpoints.
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.
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.
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.
It's a new cycle for the economy, but some asset classes look decidedly late cycle in terms of valuation. What might this mean for markets through the remainder of the year?
Imagine if you could show your clients the impact of taxes between funds and categories. Now you can. Here’s an exclusive first look at our Tax Impact Comparison Tool.
Your social network may be an untapped and robust source for uncovering prospects. While you may be suffering from COVID-19 fatigue, we believe prospecting and having introductory conversations about the services you provide could be one of the best uses of your time.
It’s open season on capital gains. Four ways advisors can help clients navigate potential unpleasant taxable distributions.
With the COVID-19 crisis far from over, we expect increased policy stability in the U.S. next year, no matter who wins in November.
Five companies now comprise 26% of the market capitalization of the S&P 500® Index, making for the most concentrated U.S. equity market in the last 40 years. What are the potential dangers of this for investors?
With multiple future scenarios as to how climate change may play out, there are also multiple potential consequences in store for investments. This post takes a detailed look at climate-change risk management.
The U.S. stock market seems to be looking through this economic catastrophe. For the five months and one week since the start of the recession—March through August 7, 2020—the U.S. stock market, as measured by the S&P 500, has returned +14.3%.
Emerging markets are confronting a slew of short-term challenges caused by the coronavirus pandemic. Is there hope for a turnaround on the horizon?
We believe that the Norwegian krone and the New Zealand dollar stand to benefit from how their governments have handled the coronavirus, whereas the appeal of the U.S. dollar may wane due to high infection rates.
We explore the increased use of engagement terminology by fixed income market practitioners as a part of their ESG integration efforts.
Ultimately, we believe that investors who are unaware of ESG and do not integrate ESG into their investment processes may be exposing themselves to additional, unnecessary and possibly unrewarded risks.
With less than four months to go until Americans cast their votes for president, we’ve fielded an increase in questions from clients as to whether the U.S. presidential election poses a risk to markets and the economy. The short answer is yes.
Imagine telling clients you’re their guru, guide and gladiator. Learn a simple framework to help articulate your distinctive value.
This is the second in a series of posts focusing on the formula of advisor value. In this post, we tackle the behavioral mistakes that investors typically make. Addressing the investment behavior of your clients may be the greatest value you provide.
The case for considering tactical and long-term allocations to small cap stocks.
Markets have rallied on hopes for an economic recovery as coronavirus-imposed lockdowns are eased across the globe. The rebound has been helped by oversold investor sentiment, but with sentiment back to neutral, so too is our strategists’ market outlook.
Can you reignite the growth of your business in the the second half of 2020? We think so. Here’s why we believe the next six months may hold a once-in-a-lifetime opportunity.
In this latest survey, 68 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.
Having trouble helping your clients appreciate a balanced portfolio? These charts may help.
Our secrets for hosting a great virtual meeting.
Three factors that may explain today’s disconnect between Wall Street and Main Street.