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Archive for the ‘Investment Strategy’ Category


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

Materiality matters: Targeting the ESG issues that impact performance

Russell Investments has developed a new way to measure a company’s ESG (environmental, social and governance) score. Our evidence suggests that the Russell Investments material ESG scores can potentially provide more insight than broader ESG scores. Request our Materiality Matters research   At Russell Investments, we believe that a sound awareness of ESG factors and

Feb 21, 2018 Categories: Investment Strategy

Letter from the CIO

Each January Russell Investments’ CIO reviews the preceding year and discusses both our funds’ performance and our new initiatives and developments. 2018 CIO Letter This year’s letter combines comments from our Global CIO about the progress we have made for clients during 2017 and how we are preparing for the year ahead. Read the letter

We signed the FX Global Code. Why are other signatures missing?

In the current environment, where a new set of regulations appears daily, it may seem strange that Russell Investments is actively embracing a new set of measures – the FX Global Code – focused upon the global foreign exchange marketplace. We don’t think it’s strange at all. We believe FX providers should act in a

Jan 17, 2018 Categories: Currency, Investment Strategy

Managing success: How do active managers handle increasing AUM?

Some larger AUM managers can produce strong returns — but how? Director of investment strategy research, Leola Ross, explores possible reasons and shares our preferences for evaluating managers with increasing AUM. In part one of this series, we noted that active managers demonstrated the potential to generate strong performance, even with large AUM, across several

Jan 10, 2018 Categories: Investment Strategy, Multi-asset
The top 5 most-read posts of 2017

The top five most-read posts of 2017

2017 was a busy year for the WIRE blog. We saw a massive uptick in readership, which we take as proof in readers’ interest in topics ranging from multi-asset investing to the low-return imperative to manager research. As we head into 2018, take a look back at the blog posts that received the highest levels

Top 10 books to read this festive season, 2017

The Christmas break is here which means it’s time to rustle up a reading list. We asked our experts to recommend you their must-have books for the holiday season. Whether you want an old classic, a financial read or to delve into history – our experts have got you covered.   1. Made to Stick,

Dec 20, 2017 Categories: Investment Strategy

2018 Global Market Outlook: Running with the bulls

Will the global growth momentum of 2017 carry over into next year? Is there a risk of a pullback in the short term? See what our strategists’ views on global investment markets and economies are for the year ahead.   Could 2018 be a year of two halves?   As 2017 winds down, we see

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