Pension funds – are you making the most of FX?

Professional Pensions recently interviewed our experts about the ways pension funds can harness the returns available from FX and currency management. In the final instalment of the Wire’s three-part currency series, hear from Van Luu and Mirjam Klijnsma.   Should pension funds be holding exposure to safe-haven currencies? If so, what’s your outlook?   Luu: Due

August 18, 2017 Categories: Currency, Implementation, Investment Strategy
Top 10 books to read this summer, 2017

Top 10 books to read this summer: 2017

Summer is here which means it’s time to rustle up a reading list. We asked our experts from across the globe to recommend their must-have books for the holiday season. Whether you want an old classic, a financial read or to delve into history – our experts at Russell Investments have got you covered.  

Aug 11, 2017 Categories: Market Updates
Why downside protection may matter more than upside growth

Why downside protection may matter more than upside growth

Senior Portfolio Manager of the Multi-Asset Growth Strategy discusses the key concepts behind downside protection. A multi-asset approach to investing can efficiently employ downside protection in order to smooth the path towards securing an investor’s financial objectives.   The power of capital preservation   The global macroeconomics and geopolitical outlook remains uncertain, suggesting that an

Jul 27, 2017 Categories: Investment Strategy, Multi-asset
Don’t overlook currency management in a multi-asset portfolio

Don’t overlook currency management in a multi-asset portfolio

As the summer holiday season approaches, Van Luu explains why the euro looks attractive for multi-asset portfolios in the long-term.   Don’t overlook currency management in a multi-asset portfolio: Spotlight on the Euro   As the holiday season approaches and people set off to catch some summer sun (Greece, Italy, Spain anyone?) it seems as

Jul 20, 2017 Categories: Currency, Implementation, Investment Strategy
Life in a low return world: every basis point counts

Life in a low return world: Every basis point counts

Last time I explained the benefits and variable scenarios of currency hedging – both static and dynamic. As we saw, the opportunities available in currencies can often be overlooked within an investor’s core multi-asset strategy. We think there are four strategies that can be employed to manage risks and make the most of the return

Jul 12, 2017 Categories: Currency, Implementation, Investment Strategy
Global Market Outlook 2017 Q3

Q3 Global Market Outlook: Late-cycle lean out

What’s next for 2017? Russell Investments’ team of strategists provide their mid-year update and global market outlook for the third quarter.   Bond investors are from Mars and equity investors are from Venus   Bond investors are from Mars and equity investors are from Venus, or at least that’s what their current behaviour suggests. The

Making sense of current equity and bond pricing

Making sense of current equity and bond pricing

Jihan Diolosa, Associate Director in the UK Institutional team poses questions to our lead multi-asset portfolio managers based on some of the key issues keeping investors awake at night.   Current equity and bond pricing   Despite equity prices being high, it’s not obvious whether the bull market will continue or if some sort of

Currency hedging can prove profitable in a low return environment.

Life in a low return world: To hedge or not to hedge?

Currency Strategist Van Luu shows how thoughtful management of currency risks and opportunities can help investors reach their objectives, despite the low return environment.   Russell Investments believe we will see low returns over the next seven to ten years. Pension funds, endowments and individuals may have to adapt their behaviour and strategies or else

One week after the UK Election: Scenarios for sterling and Brexit

One week after the UK Election: Scenarios for sterling and Brexit

Theresa May has pushed forward with EU negotiations despite it being widely expected that she will not last a full term in office The pound could fall even lower in the short-term, but we think that the downside is contained A ‘softer’ Brexit may be positive for sterling In the event that Britain leaves the

Senior US Investment Strategist Paul Eitelman analyses the latest Federal Reserve announcement on interest rate hikes.

Fed hikes rates into mediocrity

The US Federal Reserve raised interest rates for the second time this year Lacklustre real US GDP growth indicates that the US economy is continuing to underperform expectations The global cycle, the US unemployment rate and accommodative financial conditions warrant today’s hike We don’t believe the fundamentals are strong enough to warrant another hike this

Jun 15, 2017 Categories: Market Updates

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