Minisode - Using Non-Traditional Sources of Income
In today’s low-interest-rate environment, a pervasive challenge for advisors is the need for income-oriented solutions for clients, especially those at or nearing retirement. That need has led many to seek high-risk sectors of the bond and equities markets. The consequences of those decisions could be disastrous for investors. So we are going to look at another solution.
Improving Client Experience Through Better Risk Tolerance Assessments
For many investors, the beginning of the year is a time for them to review their investing strategies and reassess their risk tolerance. Though the U.S. stock markets have been on an incredible run last year, recent polls of economists and American voters indicate great concern about a looming recession.
A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets
While there are a number of uncertainties in the global economy today, many investors may not realize the depth and breadth of potential opportunities emerging markets still offer—on both the equity and fixed income side.
Signal vs. Noise: Is Noise Affecting Your Ability to Focus on Investor Behavior?
This is going to be one of those years where we believe behavior—for advisors and clients—is going to really matter. At Russell Investments, we believe one of the biggest detriments to a client’s return is their own behavior.
World Markets Update
Three of eight indexes on our world watch list posted gains through February 18, 2020. The top performer is our own S&P 500 with a gain of 4.32%. Germany's DAXK is in second with a gain of 2.99% and in third is France's CAC40 with a gain of 1.32%. Coming in last is Hong Kong's Hang Seng with a loss of -2.34%.
Monthly Market Risk Update: February 2020
It’s time for our monthly look at market risk factors. We had a strong start to the year, with U.S. markets at all-time highs by mid-January. But a risk-off sentiment driven by the spread of the coronavirus from China spooked investors, leading to modest declines for equity markets at month-end.
Peace for Our Time
The cognitive dissonance in the credit market is stunning. I recently have had the feeling that I’m living peaceably in Britain during the 1930s while on the continent the Germans were building weapons, expanding their army and navy, and opportunistically grabbing land.
Minisode - Which ETFs WIll Dominate in 2020
SSGA issued the first ETF in 1993 and today is a dominant leader in the ETF industry. It offers the world’s biggest ETF, SPY, with $314 billion in assets. From sectors and smart beta to fixed income, SSGA has relentlessly pursued new ways to solve client's most complex investment challenges.
Women’s Unique Considerations around Money
No matter what industry you work in, being a woman brings unique challenges that men don’t have to deal with. The response isn’t to resign ourselves or get overly caught up in fighting for systemic change. Instead, identify what those challenges are and get the resources you need to overcome them.
NAHB Housing Market Index: "Builder Confidence Remains Solid in February"
The National Association of Home Builders (NAHB) Housing Market Index (HMI) is a gauge of builder opinion on the relative level of current and future single-family home sales. It is a diffusion index, which means that a reading above 50 indicates a favorable outlook on home sales; below 50 indicates a negative outlook. The latest reading of 74 is down 1 from last month.
Weekly Market Snapshot
The spread of the coronavirus COVID-19 appeared to be slowing, but adjustments in the criteria for recognizing cases changed, boosting the reported number of infections. The change increased anxiety and uncertainty about the economic impact.