The latest U.S. economic data continues to paint a mixed picture. Private-sector employment from payroll processor ADP showed a return to modest job growth in October following a brief contraction.
Amid headline-grabbing AI funding rounds, managers are focusing on specialist infrastructure and supply-chain bottleneck companies with clear order-book visibility and strong pricing power. These include semiconductors and components.
Last week’s main story for markets was the meeting between U.S. President Donald Trump and Chinese President Xi Jinping. Following the talks, both sides announced a modest set of agreements aimed at improving trade relations.
For many investors, the fear of missing out on market gains is usually second to the pain that comes from taking a loss in their portfolios. This is why many struggle to stay invested during rocky markets.
Gold has been top of mind for many investors this week, with prices falling significantly at the start of the week. Despite a strong run in 2025, traditional valuation models suggest gold prices may have become somewhat stretched, creating some fragility in the asset class.
We believe an OCIO partnership is the stronger choice. With broad access to top-tier managers, scale advantages, deep operational infrastructure and critical resources to oversee risk and capital deployment, OCIOs can often take advantages of opportunities that single-strategy boutiques often cannot.
As funded status rises, the idea of plan hibernation may become more attractive, enabling strategic use of pension surplus.
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman assessed the health of the U.S. economy amid the ongoing government shutdown.
Overfunded pension plans don't have to die—they can live on in a 401(k) plan.
The government shutdown may spark some short-term volatility, but investors aren’t likely to bear the brunt of a red October.
When it comes to managing risk, OCIO providers can’t afford to overlook history.
On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, assessed the health of the U.S. economy. He also explained why the Swiss National Bank held the line on monetary policy and discussed the potential market impacts of a U.S. government shutdown.
On Sept. 9, Russell Investments hosted a webinar examining the rising demand for overlay solutions, how overlay strategies are evolving and how institutional investors are using these tools today.
Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, unpacked the latest rate decisions from major central banks. He also assessed the health of the U.S. housing market and potential opportunities in listed real estate.
The U.S. Federal Reserve (Fed) cut interest rates by 0.25% today in a decision widely expected by investors. More notably, the central bank’s forecasts reveal a committee starkly divided on the path forward for rates.
In recent years, pension funded status has markedly improved, with average funded ratios surpassing 100%.
On this week’s edition of Market Week in Review, Pierre Dongo-Soria, principal investment strategist for EMEA, unpacked what the latest economic data from the United States could mean for interest rate cuts.
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed new records for the U.S. stock market as well as the resilience of the American economy. He also covered bond-market volatility in Japan, France and the UK.
The U.S. stock market continues to trade near all-time highs, with performance again concentrated in a handful of the largest, predominantly tech-oriented companies in the S&P 500 Index. Meanwhile, active managers are continuing to underperform.
On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, explained key factors fueling the strong performance in North American stock markets. He also assessed the latest U.S. Federal Reserve (Fed) developments and shared upcoming watchpoints for the U.S. and Canadian labor markets.
A full-scale implementation partner does the behind-the-scenes—but critically necessary—work of managing portfolios according to the investment objectives, risk tolerance and preferences set by an investment team. In doing so, they free up time and energy for the investment staff to focus on decision-making.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman recapped the stock market’s latest record-setting run. He also dug into the health of the global economy and the latest inflation numbers from the United States.
The U.S. economy is slowing down but don't expect a hard landing.
In the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, unpacks the European Central Bank’s (ECB) latest policy decision, provides an update on U.S. trade negotiations ahead of the August 1 deadline, and previews next week’s interest rate decisions from the Federal Reserve and Bank of Canada (BoC).
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed key drivers behind the stock market rally.
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman explored key drivers behind the strong performance in markets. He also provided an update on a proposed U.S. tax measure.
It’s often said there are only two certainties in life: death and taxes. However, the tax landscape may become somewhat murkier, as the recently passed U.S. House budget bill may potentially lead to some non-U.S. investors paying more taxes than previously anticipated.
The newest generation of college graduates will switch jobs more than a dozen times over the course of their careers. They will juggle side gigs, launch businesses, and step in and out of traditional roles.
When navigating the unknown, an experienced guide can ensure you don’t veer off the path to your chosen destination, can prevent you from stumbling over hazards, and ensure you have the tools you need to finish the journey safely and soundly.
With the House passing of The Big Beautiful Bill, the challenges facing chief financial officers and treasurers across health-care systems are likely to grow. The proposed cuts to reimbursements will have varying impacts across organizations depending on their payer mix.
Here’s the blunt truth: Many great investment strategies fail because of poor implementation. Robust capabilities in trading, transition management, overlays and currencies are critical to executing a strategy.
America’s fiscal woes are nothing to sneeze at, but they’re also nothing new. Which is why we expect markets to largely shrug off the latest credit-rating cut.
Best-in-class OCIO providers understand the importance of a deep relationship and will invest considerable time cultivating one.
When volatility ripped through markets last month, many investors scrambled to respond. Some wanted to quickly adjust specific security exposures. Others wanted to flee to cash or build in protection against additional downside moves. And some rushed to buy the dip.
China and the U.S. conducted their first formal trade talks of 2025 over the weekend. And on Monday, May 12, they announced the outcome of their negotiations.
When navigating the unknown, an experienced guide can ensure you don’t veer off the path to your chosen destination, can prevent you from stumbling across hazards, and ensure you have the tools you need to finish the journey safely and soundly.
After entering the year with a cautious outlook, managers have become more defensively postured as the U.S. tariff policy has increased uncertainty.
The markets today move at breakneck speed. In fact, if you’ve been watching your 401(k) the past month, you might have gotten whiplash.
Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.
The Fed’s in a bind. Policy uncertainty is high. And tariffs are likely to hit the U.S. economy with a “stagflation-lite” impulse in coming quarters—weaker growth and higher prices.
How our open platform of best-of-breed managers allows us to distill complexity in the face of market turbulence by tapping into their collective intelligence.
Eitelman began by assessing the health of the U.S. economy through hard and soft data. He explained that hard data refers to measures of actual spending and economic activity, while soft data refers to how companies and consumers respond to surveys.
Investing in stocks so far in 2025 has not been for the faint of heart. Some market indices have undergone wild swings, flirting with bear-market territory
Talk of a recession is everywhere. The case is simple: Liberation Day delivered the biggest increase in tariffs in a century. Consumer prices will rise. Purchasing power will decline. Recession…right?
After several weeks of steep selloffs, the major averages roared back on Wednesday as the Trump administration announced a 90-day pause on its reciprocal tariffs.
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth.
As investors are uncomfortably aware of, global equity markets have been in freefall since U.S. President Donald Trump’s announcement of “reciprocal tariffs” on April 2.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed the details of the Trump administration’s tariff plan and the market’s reaction.
U.S. stocks underperformed in the first quarter of 2025, hit by a double whammy from intensifying policy uncertainty and a U-turn in select mega cap stocks.
