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Archive for the ‘Investment’ Category


Multi-asset investing: Wizard of Odds

In probability theory the Kelly criterion is a way to decide the optimal size of a series of bets. It was discovered by a physicist named Kelly who figured out the idea when he was working in telecommunications research at Bell Labs in the 1950s. Kelly figured out the formula which showed the optimal amount

Nov 25, 2016 Categories: Investment, Market Updates

U.S. elections 2016: Trump wins White House. Markets react with a selloff.

U.S. voters wanted change. They got it. Unless there is a recount surprise, as of now, it appears likely we will have Donald Trump as the next American president. In September, we wrote about the erosion of the middle class, especially in key rust belt states. Even with the aggregate economic gains during Obama’s presidency,

Nov 9, 2016 Categories: Investment, Markets

Emerging Markets (EM) Equities – where in the world do global managers get their exposure?

Recently, an increasing number of global equity managers have started to manage against an All-World benchmark (including EM) rather than a Developed benchmark (ex-EM). For busy investors with limited time and resources, it might look like a quick win to have their global equity manager cover EM too. But not so fast! EM merits some

Nov 7, 2016 Categories: Investment, Markets

Multi-Asset Investing: Dynamic Asset Allocation

Truly dynamic allocation is one of the hallmarks of a successful multi-asset portfolio. In this short video, Senior Portfolio Manager David Vickers discusses dynamic allocation within our MAGS Funds, using topical examples to explain our approach. In particular, David focusses on the following questions: What assets are considered for a dynamically managed portfolio? What have

Oct 26, 2016 Categories: Investment, Investment Strategy

Emerging Markets Equities – Emerging Investment Performance

Emerging Markets (EM) are a hot topic for investors. In the first of three blogs, Senior Investment Strategist Graham Harman reviews the case for long term value in EM equities. His next blogs will examine where the risks are for this asset class and discuss whether now is the right time to buy. Emerging markets

Seeking return from fixed income: credit where credit’s due

Investors are struggling. High valuations and low interest rates make both equities and government bonds prospectively riskier and less rewarding. The search is on for alternative approaches and more flexible outcome-oriented strategies. Credit can play an important role in this search, but investors need to understand the characteristics of credit risk and where it fits

Sep 6, 2016 Categories: Investment, Markets

Brexit – risks and opportunities for your portfolio

Brexit was a big shock to many investors. There’s been a ‘sledgehammer’ response from the Bank of England. So what can you learn from the risks and opportunities around Brexit? The Bank of England cut interest rates for the first time in over seven years by 0.25bp from a previous record low of 0.5pc. A

Aug 15, 2016 Categories: Investment, Investment Strategy, Markets

Active Share: The truth about core-satellite investing

In this post, we continue the active share1 conversation by tackling core-satellite investing. We also address the misperception that limiting active management to a small portion of the portfolio is an efficient way of achieving high active share and capturing excess returns with low fees. Jon: Leola, will you start by defining core-satellite? Leola: The

Jul 28, 2016 Categories: Investment

Being Responsible Voters

Even before the US Primaries & UK referendum, voting has been a highly debated issue. Executive pay, board governance and climate change have been areas of focus in recent shareholder meetings. Whilst the UN Principles of Responsible Investment (UNPRI) and Stewardship codes have asked asset owners and managers to be more pro-active on voting practices,

Jun 17, 2016 Categories: Investment, Markets, Pension Insights

Multi-asset Investing: Many clients ask these 5 questions

We’re seeing strong growth in multi-asset strategies. And we’re not alone. As Casey-Quirk notes in their November 2015 report, the industry is expecting to see more than $3 trillion of demand for multi-asset strategies worldwide between now and 2020. So it’s no surprise that we’re seeing clients driven by a desire to understand multi-asset strategies.

Jun 1, 2016 Categories: Investment

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