Helping Advisors

Helping Advisors

russellinvestments.com
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, fin…


China, U.S. reach trade deal. Will a global growth rebound follow?
Dec 13 • 4 min
In the latest update:· Mini-cycle recovery possible in wake of China-U.S. trade agreement· Latest Fed meeting indicates prolonged rate pause · &n…
A tale of two sectors: U.S. manufacturing weakness vs. services strength
Dec 6 • 7 min
In the latest update:·Trade update: Could the U.S. and China strike a phase one deal soon?·U.S. adds 266,000 jobs in glowing November employment report ·3 key takeaways for investors as 2020 approachesIMPORTANT D…
Hitting pause: Wait-and-see mode for Fed, markets and Brexit
Nov 22 • 5 min
In the latest update:· Markets take a breather after strong start to Q4· Brexit watch: December UK general election looms· How long might U.S. monetary policy …
Do markets care about U.S. impeachment proceedings?
Nov 15 • 3 min
In the latest update:· Could the U.S. impeachment inquiry impact markets?· Update on China-U.S. trade negotiations· Two potential culprits behind disappointing…
Why emerging markets may benefit the most from a China-U.S. trade deal
Nov 8 • 5 min
In the latest update:· Markets rise on positive trade developments· U.S. services sector charts substantial growth· Are earnings expectations for 2020 to…
Better than expected: U.S. October jobs report comes in strong
Nov 1 • 6 min
In the latest update:· Fed rate outlook for 2020· Preliminary Q3 earnings season results· Solid October jobs report points to healthy U.S. consumerI…
ECB holds rates steady as Germany slides toward recession
Oct 25 • 3 min
In the latest update:· Positive signs in the U.S. housing market from September· Is Germany teetering on the brink of a recession?· Q3 earnings season: Beating…
2 elements behind China’s economic slowdown
Oct 18 • 6 min
In the latest update:· Are markets suffering from Brexit fatigue?· China’s economy continues to cool· Q3 earnings season projectionsIMPORTANT DISCLO…
Deep Dive | Two Million and Terrified
Oct 15 • 33 min
Description:Join Mark Spina, Ryan Dooyema and Bill O’Malley as they explore Goals, Circumstances and Preferences and how financial advisors can use this framework to potentially deliver better outcomes for investors. Disclosure:…
Does the latest U.S. inflation report strengthen the case for another rate cut?
Oct 11 • 3 min
In the latest update:· Positive developments reported in China-U.S. trade negotiations· U.S. consumer prices unchanged in September· Fed to boost size of balan…
3 watchpoints for global markets as volatility resurfaces
Oct 4 • 3 min
In the latest update:• Manufacturing woes shake U.S. markets• U.S. September jobs report: Good news? Bad news?• How a globally diversified portfolio may help in times of uncertaintyIMPORTANT DISCLOSURE:Interviews were filme…
What’s behind the decrease in market volatility?
Sep 27 • 6 min
In the latest update:• Is conflicting economic data contributing to the flatness in markets?• What’s next for Brexit?• All eyes on U.S. September jobs reportIMPORTANT DISCLOSURE:Interviews were filmed as of the date mention…
Deep Dive | Client discovery 101: Best practices for advisors
Sep 26 • 32 min
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Tina Downing, Business Solutions Director at Russell Investments, as they explore best practices for client discovery.
3 factors that could impact U.S. monetary policy
Sep 21 • 4 min
In the latest update:• Fed lowers interest rates for second time this year• Additional U.S. rate cuts may hinge on ISM surveys, jobs report and trade talks• Do rising oil prices pose a risk to markets?IMPORTANT DISCLOSURE:I…
What’s in the box? Unpacking the ECB’s new stimulus package.
Sep 13 • 7 min
In the latest update:• ECB announces rate cuts, relaunch of quantitative easing• Positive developments in the China-U.S. trade war• What’s behind the rally in value stocks?IMPORTANT DISCLOSURE:Interviews were filmed as of t…
What’s behind the U.S. jobs report for August?
Sep 6 • 4 min
In the latest update:• U.S. employment report for August: OK, but not great?• Fed sticks to dovish script ahead of likely rate cut• Positive developments around the globe help boost marketsIMPORTANT DISCLOSURE:Interviews we…
Deep Dive | What is the value of a financial advisor?
Aug 30 • 34 min
Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Ryan Dooyema, a Regional Director at Russell Investments in Wisconsin, as they explore the value advisors can offer.Disclosure:US equity defined by the S &a…
What are the risks of a no-deal Brexit?
Aug 30 • 5 min
In the latest update:• Chances of no-deal Brexit increase after Johnson announces plans to suspend Parliament• Optimism in China-U.S. trade war moves markets higher• Downside risks for markets remains highIMPORTANT DISCLOSURE:…
Stocks plummet, worries mount as China-U.S. trade war deepens
Aug 23 • 3 min
In the latest update:• Trade war escalates as China announces additional tariffs on U.S. goods• Powell strikes dovish tone at annual Fed symposium• U.S. manufacturing shrinks for first time in a decadeIMPORTANT DISCLOSURE:I…
Skewed to the downside: How the trade war is shaping global market risk
Aug 16 • 6 min
In the latest update:• In the trade and tariff arena, sometimes kicking the can down the road is a good thing.• Major moves in global bond markets, with German bond yields reaching new record lows.• Economic data from the eurozone— “a li…
The China-U.S. trade war escalates. Could a recession follow?
Aug 9 • 5 min
In the latest update:• Markets rocked as trade war between U.S. and China intensifies• Outlook dims for manufacturing sector amid trade battle• Critical watch points for markets in the weeks aheadIMPORTANT DISCLOSURE:Interv…
3 reasons why the U.S. tariff threat is spooking markets
Aug 2 • 6 min
In the latest update:• Insight into the Fed’s July rate cut• The China-U.S. trade war escalates. Could job growth be impacted?• Will the Fed slash borrowing costs again in September?IMPORTANT DISCLOSURE:Interviews were film…
Deep Dive | Enhanced Portfolio Implementation: How EPI separates implementation from insight
Jul 31 • 35 min
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Pete Gunning, Global Chief Investment Officer at Russell Investments, as they explore the evolution of Enhanced Portfolio Implementation.Disclosure:Interview…
Deep Dive | Don’t be tax-lax: The value of tax management in 2019
Jun 28 • 25 min
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Frank Pape, Head of RIA, Bank Trust and Family Office Group, at Russell Investments, as they explore the potential benefits and challenges of tax-smart investing.
Deep Dive | Language: Having effective outcome-oriented client conversations
Mar 29 • 43 min
Join Mark Spina, Tim Halverson and Tom Flynn as they discuss ways to have effective outcome-oriented client conversations.Interviews were recorded as of the date mentioned in the podcast, these viewsare subject to change at any time witho…
Deep Dive | 2019: The year to leave the party?
Mar 1 • 36 min
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Erik Ristuben, Russell Investments Chief Investment Strategist, as they share their market outlooks for 2019. Listen as they discuss the unique risks and opportunities …
Deep Dive | Defined Contribution: Navigating an ever evolving landscape, with Lew Minsky of DCIIA
Nov 30, 2018 • 42 min
Join Mark Spina, Kevin Knowles and Lew Minsky as they talk about defined contribution and the challenges advisors face while navigating its ever evolving landscape.Disclosure:Interviews were recorded as of the date mentioned in the podcas…
Deep Dive | Beyond borders: why global diversification still matters
Oct 1, 2018 • 31 min
𝐒𝐄𝐂𝐔𝐑𝐈𝐓𝐈𝐄𝐒 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐒 𝐀𝐍𝐃 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐌𝐀𝐘 𝐁𝐄 𝐎𝐅𝐅𝐄𝐑𝐄𝐃 𝐓𝐇𝐑𝐎𝐔𝐆𝐇 𝐑𝐔𝐒𝐒𝐄𝐋𝐋 𝐈𝐍𝐕𝐄𝐒𝐓𝐌𝐄𝐍𝐓𝐒 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒, 𝐋𝐋𝐂 𝐌𝐄𝐌𝐁𝐄𝐑 𝐅𝐈𝐍𝐑𝐀/𝐒𝐈𝐏𝐂, 𝟏𝟑𝟎𝟏 𝐒𝐄𝐂𝐎𝐍𝐃 𝐀𝐕𝐄𝐍𝐔𝐄 𝟏𝟖𝐓𝐇 𝐅𝐋𝐎𝐎𝐑, 𝐒𝐄𝐀𝐓𝐓𝐋𝐄, 𝐖𝐀 𝟗𝟖𝟏𝟎𝟏, 𝐀𝐍𝐃 𝐏𝐀𝐑𝐓 𝐎𝐅 𝐑𝐔𝐒𝐒𝐄𝐋𝐋 𝐈𝐍𝐕𝐄𝐒𝐓𝐌𝐄𝐍𝐓𝐒.Disclosure:Interviews were recorded as o…
Deep Dive | Multi-factor investing, demystified
Sep 28, 2018 • 34 min
Join Sophie Antal Gilbert, Jon Eggins and Nick Zylkowski as they talk about multifactor investing. Listen as they explore multifactor investing’s promise to investors, why this approach is relevant in today’s market environment, and some of the skil…
Deep Dive | Investing in today’s markets without a crystal ball
Aug 31, 2018 • 26 min
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Balkema a Senior Portfolio Manager for Multi-Asset Solutions at Russell Investments, as they explore some approaches for investing in uncertain markets.Sources:
Deep Dive | Going Global: Tax-smart investing on the international stage
Aug 1, 2018 • 16 min
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore some of the potential benefits and challenges of international tax-smart in…
Deep Dive | The GRIND: A key ingredient for advisor success
Jun 20, 2018 • 17 min
Join Laura Hutchison, a Practice Management Consultant at Russell Investmentsand Tim Halverson a Regional Director, at Russell Investments, as they explorethe 5 traits we believe makes an advisor successful.Disclosure:Interviews w…
Deep Dive | The six questions advisors should ask about tax-smart investing
May 16, 2018 • 30 min
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.
Deep Dive | The value of tax-smart investing
Apr 18, 2018 • 26 min
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore the potential benefits and challenges of tax-smart investing.Disclos…
Deep Dive | Risky business: Why the economy may be vulnerable to a recession
Mar 14, 2018 • 28 min
Join Sophie Gilbert, a Consulting Director at Russell Investments and Paul Eitelman a Senior Investment Strategist at Russell Investments, as they explore why the economy may be vulnerable to a recession.Disclosure:Interviews were recorde…
Deep Dive | Manager Research
Feb 1, 2018 • 23 min
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it an…
Deep Dive | The Low Return Imperative
Oct 18, 2017 • 34 min
DISCLOSUREInterviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an “as is” ba…