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Archive for the ‘Currency’ Category


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
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

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 risk

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

UK Elections - Brexit

UK Election: A hung parliament

The lack of a Conservative majority realises a hung parliament. The impact of this on Brexit is hard to predict Markets are likely to move into ‘risk-off’ mode seeing a decline in sterling, UK equites and gilts Investors should prepare for increased market volatility as we expect a chaotic and difficult time for Westminster Russell

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