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Russell Investments

Leading Global Investment Solutions Partner
Contributor's Links: Russell Investments
Russell Investments is a leading global investment solutions firm with $276.5 billion in assets under management (as of 12/31/2022) and $1.0 trillion in assets under advisement (as of 12/31/2022). The firm provides a wide range of investment capabilities to institutional investors, financial ...more
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Can Japan’s Stock Market Continue Its Record-Setting Run?
Tuesday, April 16, 2024 4:00 PM EDT
Japan’s equity benchmark, the Nikkei 225 Index, has been on a tear in 2024, eclipsing its previous high set back in 1989. As of early April, the index is hovering near 40,000.
In this article: EWJ
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Why Are U.S. Yields Rising? It’s The Economy.
Monday, April 15, 2024 2:24 PM EDT
The U.S. economy isn't showing any immediate signs of substantive slowing, as macroeconomic data has trended better than expected.
In this article: SPY
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Is Now A Buy-Low Opportunity For Private Real Estate?
Wednesday, March 27, 2024 12:00 PM EDT
Potential benefits of investing in private real estate include diversification, competitive returns, relatively low volatility and income-generating capabilities.
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You Might Not Want To Trade On These Dates In Q2. Here's Why.
Wednesday, March 20, 2024 1:15 AM EDT
We believe that the best way to manage real-time risk during a transition event is by having heightened awareness of the potential for market volatility and reduced liquidity.
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Bank Of Canada Leaves Interest Rates Unchanged. When Could It Begin Lowering Borrowing Costs?
Friday, March 8, 2024 4:23 PM EDT
We discuss recent rate decisions from the Bank of Canada and the European Central Bank as well as the state of the U.S. labor market.
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$20 Billion Club: Higher Rates Means… Higher Return Assumptions?
Tuesday, March 5, 2024 2:00 PM EDT
2023's increase in EROA assumptions is a recognition by large pension plan sponsors of a new, high-rate investing environment.
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Market Concentration And The Magnificent Seven: Where Next?
Wednesday, February 21, 2024 1:26 PM EDT
After trading together for much of 2023, the market is beginning to take note of the changes underway, with a sharp divergence in the fortunes of the Magnificent Seven over the past four months.
In this article: IBM, T, XOM, AAPL, AMZN, MSFT, NVDA, META, SPX, GOOGL
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January U.S. CPI: A Small Setback For The Immaculate Disinflation
Tuesday, February 13, 2024 3:30 PM EDT
Healing in global supply chains and a rebalancing of the U.S. labor market have helped to dramatically tame inflation over the past year.
In this article: SPY
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Is China Coming Back With A Bang?
Wednesday, February 7, 2024 11:22 AM EDT
Chinese equities are extremely cheap and priced for bad news. This environment may present opportunities for active managers.
In this article: GXC
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Private Markets Outlook: Rapid Intensification
Tuesday, January 30, 2024 3:30 PM EDT
While factors being tackled today in private markets are not unique, they are historic. The distinction is not the omnipresence of disruptive factors, it is the speed and global nature at which they will advance.
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A U.S. Recession Looks Less Likely This Year. But The Risks Are Still Elevated.
Friday, January 26, 2024 12:19 PM EDT
If the Fed cuts rates too much, economic growth and inflation could reaccelerate. If the Fed cuts rates too little, the U.S. economy could still fall over into recession.
In this article: SPY
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Top Issues U.S. Institutional Investors Should Be Thinking About In 2024
Monday, January 22, 2024 6:43 PM EDT
Institutional investors may want to consider an allocation to Quality equities as well as a sufficient allocation to government bonds.
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Incumbent Party Wins Taiwan Presidency, Loses Parliamentary Majority. What Could This Spell For Markets?
Wednesday, January 17, 2024 11:22 AM EDT
We believe the outcome of the elections reduces the risk of escalation in tensions between China and Taiwan this year, with the next key watchpoint for investors the naming of the Legislative Speaker in February.
In this article: EWT
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What Does The End Of The Rate-Hiking Cycle Mean For Stocks?
Thursday, January 11, 2024 11:42 AM EDT
Interest rates are one of the most important factors affecting the economy and the outlook for equities.
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Capital Gain Distributions: Still Not Your Friend. But Now, Interest Is Frenemy Too
Saturday, December 9, 2023 12:57 PM EDT
While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.
In this article: HYG, AGG
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Is A U.S. Recession Still Possible In 2024?
Thursday, December 7, 2023 5:21 PM EDT
A discussion about the global market outlook for 2024, including the potential for a U.S. recession.
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