Author Archive for Russell Wire

To Hedge or Not to Hedge – Blog 4

Liability hedging has always been a difficult investment decision for pension trustees to make. This is the final blog in a series that explains the hedging question as ‘right sizing your risk’. In this final blog around liability hedging we will look at carry and the cost of waiting to hedge. Carry and the cost

Greece on the brink

Overview On June 29, Greece confirmed it will not be able to make its existing loan repayment to the International Monetary Fund due Tuesday. The discussions between Greece and its creditors broke down after its decision to call a bailout referendum cast the country into uncharted waters. Greek Prime Minister Tsipras’s decision to call this

Jun 30, 2015 Categories: Investment

The application of smart beta to currency management

Most of the discussion of smart beta so far has focused on the management of equity portfolios. At the recent Russell Institutional Summit, Keith Brakebill described how the concept is being extended to currency markets. “Smart beta” is really factor exposure management… I am in the camp that defines smart beta as factor exposure management.

Jun 4, 2015 Categories: Investment Strategy

5 smart questions to ask about smart beta – Q4: How can I be smart about how I use this smart beta?

Those that have jumped into smart beta so far are mostly making strategic allocations to fundamentally-weighted and low volatility indices. That’s one of the findings of our EMEA smart beta survey. But is this the smartest way to use smart beta? Well, there’s certainly something smart about it.  Making an allocation to either or both

May 1, 2014 Categories: Uncategorized

5 smart questions to ask about smart beta – Q3: Is it smart for me to use this smart beta?

  Thanks to the Great British Bake-Off* the shops are full of all kinds of clever bakeware and gadgets for the aspirational home-baker. Quite a bit of this stuff has made it into my kitchen, but it hasn’t done much to improve my baking. All the clever gadgets in the world aren’t going to make

Apr 23, 2014 Categories: Investment Strategy

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