article by Russell Investments
Investing is a House
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Industry Insights
Investing is a House
When looking to build model strategies—or investment portfolios that target and solve for specific client objectives—we should be conscious of our competencies. We believe it is essential to understand where we lack expertise and need help.
Market Updates
After a Bumpy Start to 2018 for Financial Markets, What Lies Ahead?
Vanguard Senior Economist Andrew Patterson gives an update on trade tensions, the labor market, interest rates, stock valuations, and expected returns.
Planning/Behavioral Finance
Proven Tactical Allocation Strategy Driven by Behavioral Crowds
How does a proven tactical strategy work when the market signal is driven by behavioral crowds? In this interview, C. Thomas Howard, PhD of AthenaInvest reveals how their global tactical portfolio outperforms with a unique behavioral approach.
Market Updates
Global Weekly Commentary: Earnings strength bodes well for stocks
We see earnings likely staying strong through 2018, particularly in the U.S. Read more in our weekly commentary.
Market Updates
Weekly Investment Commentary: Can strong corporate earnings offset trade tensions?
Equities have been fueled by solid earnings despite trade disputes. Read more in the Nuveen weekly commentary.
Planning/Behavioral Finance
Vanguard Advisor's Alpha
This Vanguard Research Insight piece explains why, when adding value is the goal, advisors may be better served by changing their performance benchmark from the market’s return to the returns that investors might achieve on their own, without professional guidance.
Fees/Transition to Fee-Based
The Value of an Advisor: 4-Point Checklist
Investors are looking for advisors to help simplify the complex world of investing—and they’re actively seeking your help! Here’s what you need to do to help deliver value above and beyond a fee.
Portfolio Construction
Strategy Series: Strategy-Based Portfolio Construction
A strategy-based approach to creating a portfolio provides superior diversification relative to style boxes. Start by evaluating funds based on their self-declared strategy.
Industry Insights
The Dog Days of Summer
Read the full commentary for insight on FAANG stocks, Fed policy, tariffs, and other key factors affecting the US economy in the near term.
Investment Selection
The ETF Toolkit: The Professional's Guide to Exchange Traded Funds
Over the past 20+ years, ETFs have grown tremendously in terms of AUM and number of products. They now span virtually every asset class. This guide from Invesco provides an thorough overview of exchange traded funds and insight into ETF liquidity and execution.
Technology
The Bid: Disruptors in the Sweet Spot
In this episode of The Bid, we speak to Lawrence Kemp and Phil Ruvinsky, Portfolio Managers for the Mid-Cap Growth Equity Fund to uncover how they identify the sweet spot of disruptive stocks.
Market Updates
The US economy accelerates in Q2. Will the momentum continue?
On this week’s podcast (recorded July 30, 2018), Tim discusses why the underlying components of the GDP growth report were most encouraging and speaks to why the US economy should continue to perform well into 2019.