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Archive for the ‘Investment Strategy’ Category


Did active management hold up during first-quarter volatility?

Results from our quarterly survey of active managers   Despite volatility, active managers performed well Volatility may have rattled investors’ nerves during a rocky first quarter for markets, but did those with their assets in the hands of an active manager sleep better at night? The results from our quarterly survey of active management performance

Commodities rally

What’s behind the recent rally in commodities?

Positive trend   Commodities have been in a positive trend since mid-June of last year, when oil began moving higher from the low $40s.1 After a period of consolidation in February and March, commodities have seen some strong price advances, particularly in energy and metals. Today, we outline the drivers behind the recent rally, and

Integration of ESG in a disruptive world

Responsible investing: Will ESG factors disrupt the way you invest?   Our recent quarterly update focused on disruptions — how the current environment can be disrupted by new approaches and technologies. Often disruptors sit in plain sight. The trends and efforts they represent can emerge over time, but ESG factors can also suddenly impact both

Facebook scandal

#DeleteFacebook: Data privacy concerns flood the social network

The Facebook-Cambridge Analytica scandal   On March 16, news broke that British political consulting firm Cambridge Analytica had gained improper access to data from as many as 50 million Facebook users (an estimate that has since been upped to 87 million).1 That firm and its top executives are now also under fire for alleged violations of U.S.

Apr 18, 2018 Categories: Investment Strategy

Fiduciary Management service – what does it look like?

For a trustee, beginning your partnership with a fiduciary manager is one of the most important decisions you can take – some have likened it to getting married! Here we explain what you should expect from your fiduciary service and why.   A note from Paul Wharton, Head of Fiduciary Management Clients, UK   ‘I

Confessions of a portfolio manager – #2

Confessions of a portfolio manager – #2

When is news noise? Today, David confesses that knowledge is power, but admitting when you’re not the expert is key. He looks at the US-China trade war tensions as an example of how news can influence investment behaviour. There is such a thing as too much information – knowledge is power, but knowing everything about

Apr 4, 2018 Categories: Investment Strategy, Multi-asset

Q2 Global Market Outlook – Shifting winds?

Is change in the wind for global investment markets and economies? See what our strategists’ views are for the second quarter of 2018 and beyond.   As we move deeper into the year, we see the potential for a change in the direction of the prevailing wind across global markets and economies. Why? Big U.S.

Confessions of a portfolio manager

Having been through several bear markets, David has his fair share of scars. As such, he openly admits to being a cautious investor. Today, David prepares for the future by looking beyond simply beating the benchmark – he seeks to mitigate drawdowns and exploit the power of compounding.   Confession #1: I am beset to

Mar 15, 2018 Categories: Investment Strategy, Multi-asset

Why was 2017 one of our best trading years ever?

We asked Jason Lenzo (Director, Equity, Fixed Income and FX Trading team) and Chris Adolph (Head of Transition Management EMEA) to reflect on the exceptional year that Russell Investments’ trading desk had in 2017. Here they discuss the factors that contributed to the success.   Jason – 2017 was a record year of trading for

Global Fixed Income Survey

Q1 2018 Fixed Income Survey: Expectations for rising rates, volatility, and emerging markets

The dichotomy between views from interest rate managers and credit managers continues. In this survey, rates managers have blinked first. This quarter’s survey closed right in time for the recent market sell-off, thus managers did not have the benefit of hindsight with regards to market repricing. Nonetheless, the results continue to provide valuable insight. Previously,

Mar 1, 2018 Categories: Fixed Income, Investment Strategy

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