The spring season brings with it renewed energy and positivity. It's a great time to indulge in comprehensive cleaning on various fronts, including your portfolio.
Strategies
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Over the last few months, and especially in February, the largest software entities have seen their market values plummet. Rhett Butler is one of the great characters in movie history, but from an investment point of view, you do have to care.
Each year for the last eight years, FTSE Russell has undertaken an in-depth survey of the attitudes of asset owners towards sustainable investment. The data shows how sustainable investment is evolving differently around the world.
AI-related fears once again gripped software stocks and moved into financials. This followed a report that offered a scenario where agentic AI disrupts business models in a wide range of industries,
When a company does an excellent job of acquiring assets and minimizing the liabilities associated with them, equity gets built over a period. It is what investors are paying for when they buy stock.
Bear market rallies are known to be short, sharp, and ferocious. It is undeniable that certain key stocks, market sectors, and other popular assets were experiencing significant corrections – or worse.
Within the fixed income arena, there are three key issues - one, yields returning to historically normal levels; two, chasing duration being a fleeting strategy; and three, the path of least resistance to be for the yield curve to steepen.
As the new year begins, there is emergence of five distinct areas of the US market that warrant attention. These focus areas may overlap or diverge in their impact and relevance.
Whether it is keeping resolutions or organizing finances, the path forward starts to become as simple and intuitive as ABCD, if we start by defining priorities and setting targets.
Over the last year, the ability to make markets on events with outcomes in sports, politics, business, weather, travel, and anything you can imagine has gained surprising adoption.
As we get ready to close out 2025, one stand-out trend in the U.S. Treasury (UST) market has been the steepening of the yield curve. The question now is whether this trend will continue into 2026, and if it does, how should investors position their bond portfolios?
The paper analyzes FTSE Russell’s decision to transition the frequency of reconstitution of the Russell US Indexes from annual to semi-annual from 2026 onwards.