Archive for March, 2012

Managers easing off the “risk brakes” but keeping an eye on the Eurozone

As you might know, we at Russell spend a lot of time talking to professional money managers, and each quarter we survey this group for their views on the market and topical trends that could impact investment strategy – and bring those to you in the Investment Manager Outlook (IMO). In last quarter’s IMO, it

March 29, 2012 Categories: Economic Insights

Looking back, diversification worked . . . over time

Since the turn of the millennium, U.S. equities have returned 1.2% per year, as measured by the Russell 3000® Index; non-U.S. equities not much better, up only 2.8% per year, as measured by the MSCI World ex-U.S. Index. One dollar invested (with dividends reinvested) in U.S. equity on January 1, 2000, was worth $1.16 on December 31, 2011. That

Mar 27, 2012 Categories: The Way Back Machine

The Vital(e) Factor: Color commentary

Dick Vitale brings something to college basketball announcing that few others do: his enthusiasm is infectious. More than just an entertaining analyst, Dickie V. and his colleagues show us how color commentary can change the way we watch the game. As advisors – and color commentators to our clients – we should take note. In basketball,

Mar 22, 2012 Categories: The Art of Advising

Cruising the information superhighway

Life offers surreal moments sometimes. On a recent flight from Seattle to Dallas I found myself discussing the lineup for my son’s Little League team with one of his coaches. Sounds ordinary enough so far – the typical proud and involved parent, right?  But in this case my conversation partner was not in the seat

Mar 20, 2012 Categories: The Art of Advising

Do advisors and clients measure portfolio performance differently?

Yes, they sure do. In fact, we found some pretty big gaps and little overlap on this topic in our just-released Financial Professional Outlook survey. A majority of advisors (53%) say they measure performance in terms of achieving their clients’ long-term goals, but only 29% say clients measure performance that way. On the other hand,

Mar 15, 2012 Categories: The Art of Advising

Beating the diversification drum

The markets have been off to a good start, and better than most expected this year. And yet, with the news headlines about Europe remaining almost universally negative and the U.S. economy showing signs of strengthening, some investors have been questioning the wisdom of holding equities of companies incorporated in Europe. Russell’s view Yes we think

Mar 13, 2012 Categories: Portfolio Corner

Play ball!

I have always compared many aspects of life to the game of baseball, and with spring training in the air, why not try once more. For most baseball fans, this is the most exciting time of year.  Your team is in first place and, who knows, they could be the team that finally brings home

Mar 8, 2012 Categories: The Art of Advising
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