The extreme market volatility of the past four years has left many advisors and their clients wondering how to best adapt to the new environment. In our view, a careful balance of seizing new opportunities and actively managing risks is key to improving portfolio outcomes in the future.
Following the strongest U.S. equity market start to the year since 1997, Russell’s global strategist team has updated their outlook for the remainder of 2013. They remain positive, but expect gains will likely be limited by a mature earnings cycle, reasonably full valuations and moderate economic growth. In their view, Europe will likely remain a source of volatility.
Although we human beings draw a clear distinction between New Years Eve and New Years Day – one thing has ended, another is starting – capital markets and the factors that drive them just keep going as if the calendar year hadn’t just switched over. As a result, some of the baggage of 2011 will
At the risk of stating the obvious, the restoration of investor confidence and the recovery of the global economy are inseparable. Everyone knows that. I tend to think that the appearance – and reality – of powerlessness and uncertainty about the basic effectiveness of our institutions are among the most scarring after-effects of the global
I had an idea while watching the Oscars this year: what if instead of composing a soundtrack for a movie, we had to compose one for the world for the first three months of 2011? To do that, we’d need to bring Johnny Cash back from the dead. Like his music was, the world has
Over the past months I have spoken with many advisors about Russell’s 2011 expectations for the capital markets and how we are positioning our firm to face off against the opportunities and challenges the new year will present. Many of these thoughts have already been shared on the blog, so today I share my guidance
If your clients feel caught between the fear of losses and the anxiety of not having enough for their later years, there are some steps you can take right now to help them: Help them recognize and accept that the recent bear market signaled a permanent shift in the investment landscape. Acknowledge that their market