Author Archive for Todd LaFountaine

cio3 image

CIO3: Markets in Perspective

While June was negative across the board for broad asset classes, a stronger April and May led to positive returns for equities and commodities for the quarter.

Jul 14, 2015 Categories: Portfolio Corner

Could toll roads potentially pay you?

For most people, a toll road is simply another expense. But that doesn’t have to be the case. Investing in toll roads, or other infrastructure assets, may be an attractive addition to a diversified portfolio.

May 14, 2015 Categories: Portfolio Corner
Wall Street

The U.S. bond market may be good for a lot of things. Passive investing may not be one of them.

Passive investing in bonds isn’t as straightforward as it can be in equities. It can also end up creating a portfolio with unintended exposures. Bond investors beware!

Feb 17, 2015 Categories: Portfolio Corner
Focus 2015

Thoughts on where to focus in 2015

Help investors avoid resting on their 2014 laurels. Instead, help them prepare for what is likely to drive markets in 2015.

Feb 5, 2015 Categories: Economic Insights

Looking for a potential alternative to bonds? Look no further.

For those investors intent on finding an alternative to bonds, the pickings currently appear slim, in Russell’s view.

Jan 22, 2015 Categories: Portfolio Corner

Markets in perspective: November in review

Developed market equities (Russell 3000® Index and Russell Developed ex-U.S. Large Cap Index) and U.S. fixed income (Barclays U.S. Aggregate Bond Index) held up in November 2014 even as central banks in the U.S., Europe and China were making changes to their policies.

Dec 11, 2014 Categories: Economic Insights
Gold scales

Preserving wealth versus getting rich – the role of bonds

Bonds are designed to help preserve client wealth – not substantially grow it. So even when interest rates begin to rise again, Russell believes bonds will continue to play an important role in a well-diversified portfolio.

Nov 27, 2014 Categories: Portfolio Corner
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