AMERICAS
Webinars and Recordings
Gain insight and perspective. Our dedicated experts work diligently to keep you updated on the latest market fluctuations, allowing you to make confident and informed decisions.
Our top priority is supporting our client's needs and keeping you updated on the opportunities and challenges facing investors in the current market environment.
As the markets adjust to the current economic reality, we have seen extreme levels of market volatility. We expect this market volatility to continue for some time, and it's critical to provide you with timely, informative information to help you navigate the environment effectively.
When available, join us for a series of live webinars where experts from across the industry share their perspectives, address your fundamental concerns, and answer your questions. Our recorded sessions are available for you to watch on-demand.
Our on-demand video library
- 2025 Recordings
- 2024 Recordings
The Fed, the Dollar and the Global Investing Implications
Held: Tuesday, April 29
30 minutes
The U.S. Federal Reserve is feeling fragile. The U.S. dollar recently hit a three-year low. And what about U.S. versus non-U.S. stocks?
Our panel of experts, included a former Fed analyst, equity portfolio manager, and a global lead researcher on currency. Learn how U.S. policy has impacted global markets and what the short-term and longer-term implications may be for your portfolio—and your decision-making process.
They discussed:
- Views from experts about the stability of Powell's position as Fed chair
- Possibility of the U.S. dollar losing its world reserve currency status
- Impact of global market changes on fundamental stock pickers
- Considerations for your total portfolio
Navigating Market Volatility with Preferred Manager Insights
Held: Friday, April 11
30 minutes
Volatility compresses risk and reward into narrow windows, making active insight and timely moves more critical than ever.
To help unpack recent tariff-related market moves, we brought together leading voices from Oaktree Capital Management and Mariner Investment Group, alongside our investment leaders, for a candid conversation about how they're responding — and how we're applying those insights in Russell Investments portfolios.
They covered:
- Recession risk rises—but not inevitable: The initial tariff shock pushed recession odds across managers to 60%—up from 35-40%. A 90-day pause helped ease tensions, prompting some to revise estimates. Still, with fragile sentiment and rising inflation, the Fed faces a delicate balancing act.
- Positioning through uncertainty: Managers are favoring high-quality stocks in resilient sectors like healthcare and utilities while avoiding areas heavily exposed to global supply chains. In fixed income, widening credit spreads are creating selective opportunities—especially in high-grade bonds.
- China & EMs show resilience: China has been actively shifting supply chains and its customer base to cushion tariff impacts while deploying stimulus, buybacks, and stabilization funds to support growth. More policy action is likely. Emerging markets overall remain solid, with local companies benefiting from strong domestic demand and limited U.S. exposure.
- Stay invested, stay diversified: History shows the best market days often cluster near the worst. With volatility high, managers are staying invested, leaning into diversification, and selectively rebalancing—especially in areas like credit where dislocations create opportunity.
Decoding Alternatives: Simplifying Access and Management of Private Markets
Held: Tuesday, April 8
40 minutes
The benefits of investing in alternatives have been established. But do alts have to be so complicated? How do you access the best opportunities, no matter the size of your investment program? How do you ensure you're still taking a diversified approach? And once your alts exposures are in place, how do you service the capital calls and distributions?
In this webinar we discussed:
- Access – How do you find the best opportunities, if you don’t have the biggest buying power? How do you get that all-important early access?
- Manager selection – The spread between top and bottom-performing managers is huge in the alts space. How can you find the managers most likely to perform well?
- Administration – How can you define an alts program that’s right for you. And what are the strategies for making that program manageable?
- Diversification – How do you balance the right number of managers and opportunities, to get the access you need, while keeping your investment plan diversified?
Market Volatility and Tariffs
Held: Friday, April 4
30 minutes
It feels like the markets are panicking. But investors shouldn't.
Our President and Chief Investment Officer, Kate El-Hillow, and our Chief Investment Strategist for North America, Paul Eitelman, CFA, provided context around the recent market turmoil.
They discussed why we remain focused on holding diversified portfolio strategies in this period of extreme policy uncertainty. They also shared how we're closely monitoring our measures of market sentiment for potential market dislocations and what changes we are making to lean into opportunities created by the current market volatility.
Watch our replay as we take a broader look at our four watchpoints: tariffs and trade, immigration, fiscal policy, and deregulation, to get a clearer view of what's coming.
We also published a new article, analyzing the most recent market reaction. Read it now: What to Watch for in the Fact of Tariff Turbulence
Other key points covered:
- The direct impact of U.S. tariffs may be smaller than you think. But how big of a threat is a global trade war?
- The reaction from global policymakers, particularly central banks, will shape market sentiment.
- Markets may stay volatile until policy clarity returns, but long-term fundamentals will ultimately reassert themselves.
Confessions of a University CIO
Held: Tuesday, March 25
30 minutes
How can the CIOs of E&F investment programs navigate the current investment landscape? How should they be managing risks, rebalancing back toward the plan, or finding the return sources they need to fulfill their missions?
This webinar included an engaging conversation with Samantha Foster, former Managing Director (Endowment - Investment Office) at the University of Southern California. We’ll dig into Sam's real-world experience and then intersect those learnings with actionable insights from a senior portfolio manager.
Rethinking Diversification: Alternative Downside Risk Management
Held: Tuesday, March 11
40 minutes
While bonds have traditionally been relied upon to help manage risk, they haven’t always delivered as expected. How can you use alternative diversifiers to build robust portfolios that help limit downside risk without pushing investors off their long-term allocations?
This webinar offered valuable insights into the evolving landscape of diversification. Attendees will learn about the challenges and opportunities presented by alternative diversifiers and practical strategies for incorporating these investments into their portfolios.
The First 30 Days of the Trump Administration
Held: Tuesday, February 25
40 minutes
Our speakers covered four watchpoints we believe investors should focus on in 2025 when it comes to geopolitical impact on portfolios:
- Tariffs
- Immigration
- Fiscal policy
- Deregulation
We took a look at the first 30 days of the Trump administration through these four lenses and analyzed the impact on markets and economies. Then we looked ahead at both the macro trends and the impact—and opportunities—for investors.
2025 Interest Rate Environment: An Institutional Investor's Guide
Held: Tuesday, January 28
40 minutes
U.S. Treasury yields have increased notably since September, with the 10-year yield up over 100 basis points from its recent lows. The U.S. dollar is strong and may get stronger with potential tariffs. Credit spreads are tight. Bonds aren't hedging equities the way they used to. And the Fed may be moving into a higher-for-longer scenario.
Watch this conversation between some of our top people: An economist, a currency expert, and a portfolio manager.
They dug into rates, correlations, and currencies. They then provided some actionable strategies they’ve seen investors take to hedge against rates and credit spreads while also capturing opportunities.
RECENT INSIGHTS
RECENT RESEARCH
Insights
Research
Our experts work hard to solve the complex issues our clients encounter.
Our collection of research shows our dedication to solving complex investment problems.
Private Markets Playbook: Positioning for a New Reality
How to spot opportunities and gain exposure to private investments without taking on too much risk.
Read the articleEye on private credit
Understanding the basics and beyond
With a robust supply of asset-based investments, the private credit market has grown to over $5T dollars and is anticipated to be worth nearly $8T by 2027, driven by structural shifts in the lending environment.
Start exploringOutsourced CIO
The Right OCIO Can Cure Insomnia in Restless Markets
Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.
Read the article
