On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Rob Cittadini, director, Americas institutional, discussed the recent rise in markets, deteriorating economic data and newfound optimism surrounding the China-U.S. trade war.
The U.S. central bank left interest rates unchanged at the conclusion of its June meeting, but signaled it may lower borrowing costs next month.
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.
Here’s how you can slay the tax beast and help your clients minimize the impact of taxes.
In the latest update:
3 reasons why we believe private markets are an attractive alternative.
The disconnect between retirement confidence and preparation—and 3 simple ways advisors can make a difference.
3 principles to focus on when weighing risk in a bond portfolio.
Until early 2018, the market had been behaving in a consistent pattern for several years. Corrections were short-lived, as were spikes in implied volatility–as measured by the CBOE Volatility Index (the VIX)–from otherwise suppressed levels. While the correction in Q4 2018 was longer-lived, we have already bounced back from this drawdown, with the promise of prolonged monetary accommodation by the U.S. Federal Reserve (the Fed).
Is the market-implied probability of a U.S. Federal Reserve (the Fed) rate cut later this year overblown? Our answer: Yes.
Are you engaging with millennials on the topic of responsible investing? Here’s how trusted advisors can both educate, develop a financial plan and address their specific preferences in investing.
On the latest edition of Market Week in Review, Quantitative Investment Strategist Abraham Robison and Sophie Antal Gilbert, head of AIS business solutions, discussed the recent setback in U.S.-China trade negotiations and what it may mean for markets going forward.
If you’re even an occasional bowler, you know about the dreaded 7-10 split. For advisors, it can feel just as hard to keep clients invested in international equities, after U.S. equities have done so well for so long.
We believe that full portfolio control is more critical than ever in today’s investment landscape. Here’s why.
Russell Investments believes in the value of an advisor. It is part of our corporate DNA. Delivering, communicating and elevating your value so your investors have a better chance at meeting their financial goals has never been more important.
On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Research Analyst Brian Yadao discussed the implications for markets after prospects for a U.S.-China trade deal soured.
We summarize investing trends across generations, including similarities and differences, as well as potential opportunities for financial advisors.
We highlight the need-to-know aspects of the instrumental political, regulatory and investor-led reform taking place in Japan.
What is the value of a financial advisor in 2019? We break down the full value of an advisor’s services in this easy-to-follow equation.
Does exposure to unlisted infrastructure benefit the average portfolio?
In today’s episode of Market Week in Review, Head of AIS Business Solutions Sophie Antal Gilbert was joined by Chief Investment Strategist, Erik Ristuben. Together, they talked U.S. GDP, earnings seasons and Iranian oil waivers.
According to a 2018 study of 403 advisors by BNY/Pershing, over 90% of advisors spend less than 5% of their day on various forms of social media...
Our manager research showed growth outperforming value, though managers from both styles of investing bought the 2018 fourth quarter correction.
Inflation has remained muted through the first quarter of 2019. Could the pace pick up later in 2019?
Robert Kuharic, Investment Strategist, shares 3 key numbers tax-smart advisors should know that illustrate the tax pain reality of 2018.
On the latest edition of Market Week in Review, U.S. Institutional Senior Director Rob Cittadini and Senior Investment Strategist Paul Eitelman discuss recent economic data from China, the Brexit deadline extension, and the contrasting impact on global equity and fixed-income markets.
Members of the $20 billion club continue to look for ways to reduce the cost and risk of their jumbo-sized DB plans. Read about these latest trends.
Today, we examine another type of behavioral bias: the agency problem, which looks specifically at the issues that arise when one party is expected to act on behalf of another.
Markets are caught between incoming data that point to slower global growth and forward-looking factors that suggest improvement later in the year. With the pause in U.S. Federal Reserve rate hikes, we expect modest recovery in global cycle conditions.
Are investors paying too much in investment taxes? Can you help them create better after-tax outcome? Without a basic understanding of the individual tax forms, it can be challenging to critically analyze. Given this is the first tax year to reflect the Tax Cut and Jobs Act, there are a few changes advisors should understand to better prepare for reviewing clients and prospects tax situations relative to their investments.
The industry provides a range of target date glide paths—and a range of different outcomes. See the rate of return for a given savings rate and retirement income target.
A shift in monetary policy among central banks has boosted markets since the start of the year. How much longer could the window of opportunity last before recession risks set in?
As expected, the U.S. Federal Reserve (the Fed) left interest rates unchanged at the conclusion of today’s policy meeting, once again emphasizing a patient approach to monetary policy in the months ahead.
Most tax-exempt organizations are required to file the IRS Form 990 annually. The form demonstrates an organization is fulfilling its tax-exempt purpose, and its financial resources are being used to further these purposes. It’s also meant to encourage accountability and transparency of activities, governance and relationships.
How much of your portfolio is allocated to private markets? How big is the total opportunity set?
I’ve talked with too many teams seemingly under stress over the last year, and not necessarily stress created by the markets. Rather, the stress has been internally induced, often stemming from poorly executed or evolved service models.
December offered credit investors a taste of what a real cyclical downturn might look like in a post-GFC (global financial crisis) world. Unsurprisingly, most did not enjoy the flavor.
Observing the latest developments of the largest corporate defined benefit (DB) plans in the U.S. offers a glimpse into the DB industry, and perhaps a foreshadowing of things to come. After two of the strongest years ever for pension contributions, the coming year may feature the weakest seen in a generation.
It’s the beginning of the year and markets have been volatile. You’re thinking about client reviews and outlooks, and the fee discussions that may come along with those meetings. As you prepare to step into that conversation, remember one thing: Your job is to help your clients stay focused on the outcome.
As we head deeper into the year, the U.S. economy continues to grind slowly forward despite trade concerns and Brexit worries. Markets have rebounded from their Christmas Eve lows, and the Fed has signaled that rate hikes are on hold for several months. Does this mean the all-clear has been sounded?
Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we ask: Is the Fed providing markets with false comfort?
If you've been in the industry long enough, you may have been able to look a client in the eyes and tell them the 3 greatest words an advisor can tell a client. “We did it.”
Is there a path upward for markets this year? Much has been made in the news recently about the possible onset of the next recession—and rightfully so, in our opinion, as we believe the next economic downturn is a matter of when, not if.
For over 20 years, Russell Investments has partnered with thousands of financial advisors to help them evolve and deepen client relationships. I’ve found that when advisors hear about our data-driven business solutions capabilities, advisors are generally most curious about two things…
With no-deal Brexit risks increasing and sterling having already experienced a strong year-to-date rally, we are now expecting to see sterling fall against the dollar and euro.
Early on in my career, I learned there are four psychological reasons investors buy (listed from strongest to weakest).
After ten years on the road, I finally bought a new piece of luggage and discovered that my act of consumerism and client portfolios have a lot in common. Have I piqued your interest?
Leading into today's Federal Open Market Committee (FOMC) decision, Chair Jerome Powell and a host of regional Federal Reserve (the Fed) bank presidents had unanimously expressed support for a pause in the Fed's tightening cycle. Even perma-hawk Esther George, from the Federal Reserve Bank of Kansas City, advocated for a cautious and patient approach to monetary policy in her speech a few weeks ago.
Investors are likely looking at their portfolios and trying to determine how the volatile fourth quarter impacted their returns and how it impacted progress toward their financial goals. Having the market (Russell 3000® Index) pull back -14% in a single quarter and drop -5% for the year is tough, but for taxable investors, the possible tax hit will add insult to injury.
Defense wins championships, the saying goes. Did it also help equity managers survive an otherwise bruising fourth quarter?
