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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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Are Fed Rate Cuts Still Possible This Year?
In this article, we discuss key takeaways from the U.S. Federal Reserve’s (Fed) policy meeting, as well as the market impact. We also provide an update on how the first-quarter earnings season is shaping up around the globe.
Demystifying Private Equity Valuations
Private markets have long been viewed by institutional investors as a key component of a well-diversified portfolio.
U.S. Economic Growth Slows. Is There Cause For Concern?
We discuss the U.S. first-quarter GDP, the latest inflation data, and the first-quarter earnings season.
Q1 2024 Active Management Review: Momentum And Growth Factors Outperform
The Momentum factor was the standout performer across all regions, with the Growth factor also outperforming.
On The Private Markets Racetrack, A Fund-Of-Funds May Help You Win
Adding private markets to your institutional investment portfolio can seem as intimidating and complicated as building a racecar. A fund-of-funds approach is simpler—with the benefits of alts without the hassle.
Israel Strikes Iran. Are Markets Anticipating An Escalation?
A discussion about the market’s reaction to the Israel-Iran conflict, and the latest economic data in China.
Can Japan’s Stock Market Continue Its Record-Setting Run?
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.
Why Are U.S. Yields Rising? It’s The Economy.
The U.S. economy isn't showing any immediate signs of substantive slowing, as macroeconomic data has trended better than expected.
Is U.S. Inflation Still Heading In The Right Direction?
A discussion about the latest U.S. inflation numbers and recent rate decisions by the European Central Bank (ECB) and the Bank of Canada.
1970s: U.S. Oil Crisis. 2020s: U.S. Net Oil Exporter. What's The Shift Mean For Energy Markets?
A discussion about volatility in U.S. markets, U.S. Federal Reserve outlooks, and recession risk.
What’s The Outlook For U.S. Q1 Earnings Season?
We discuss the outlook for the U.S. first-quarter earnings season and how this year’s anticipated U.S. Fed rate cuts could impact the real estate market and provide an update on their assessment of markets.
Is Now A Buy-Low Opportunity For Private Real Estate?
Potential benefits of investing in private real estate include diversification, competitive returns, relatively low volatility and income-generating capabilities.
2024 Global Market Outlook – Q2 Update: Pent-Up Exuberance
We believe optimism over a soft-landing scenario - where economic growth slows but a recession is avoided - may deliver more near-term market gains, as inflation declines and central banks look to start easing around mid-year.
Key Takeaways From The Latest Central Bank Meetings
We discuss the latest headlines from major central banks around the globe.
You Might Not Want To Trade On These Dates In Q2. Here's Why.
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.
What’s Behind The Strength In Japan’s Stock Market?
We discuss about the latest U.S. inflation and retail sales reports, the rally in the Japanese equity market, and the latest headlines from China.
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