There is no shortage today of opinions on the state of the municipal bond market. The views vary from Meredith Whitney and Jeffrey Gundlach discussing dire municipal market scenarios to many respected market commentators arguing the other side. Given these varied opinions on municipal bonds, I want to share a few observations regarding the broader [...]
Diversified Index Portfolio (60/40) is a mix of 35% Russell 3000 Index, 17% MSCI EAFE, 3% MSCI EM, 40% BarCap Agg, and 5% FTSE NAREIT Index; Diversified portfolio moving to cash is the Diversified Index Portfolio (60/40) until September 30, 2008 and then 100% cash (Citigroup 3-month T-bill Index) through June 30, 2011. Indexes are [...]
We find the topic of advisor-investor conversations endlessly interesting. Of particular interest is what clients bring with them to the meetings and calls. Russell’s 2nd Quarter 2011 Financial Professional Outlook indicates that clients often bring news items and what they’re reading on the Internet to their advisors. We see this as a golden opportunity to ask [...]
Conversation Starters is a recap of some of the “conversational” trends seen popping up on the internet recently. Each cycle, Russell queries multiple web monitoring tools, high profile sites and forums to catalog the topics that appear to be catching the attention of investors. We do this to help advisors keep an ear to the [...]
March madness is upon us and as I fill out my NCAA bracket I am once again torn. You see, I’m a Gonzaga University Bulldogs fan (Go Zags!) and like any true fan, I want my team to win. Every year I ask myself: will this be our year? And every year, I loyally answer [...]
In most professions, a 53% success rate is not going to garner you many accolades: As a student, 53% would land you right back in the same seat again next semester; As a lawyer, 53% would not win you the big bucks; As a contractor, 53% would not generate many repeat customers or referrals; As [...]
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 [...]
This graph shows how money managers expect emerging market equities to behave and is based on 180 responses to the survey collected between March 1st and March 11th, 2011. Bullishness is determined by the percent of managers responding with 5–7 on a scale of 1–7. This quarter’s Investment Manager Outlook survey produced interesting results. Most [...]
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