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Chinese A-shares to be included in MSCI EM index

Chinese A-Shares Attain Long-Awaited Milestone – MSCI EM Index

In June 2017, index provider MSCI announced that domestic China A-shares will be included in its flagship Emerging Markets (EM) index for the very first time. The move should lead to substantial inflows of global assets over time into the Chinese domestic equity market, enabling foreign investors to broaden their exposure to the transforming Chinese

August 30, 2017 Categories: Investment Strategy, Market Updates
Responsible Investing – why, what and the how

Responsible Investing – why, what and how?

Why is responsible investing a hot topic? What’s the difference between SRI and ESG? Can non-financial and financial goals co-exist? Russell Investments discuss the why, the what and the how of responsible investing.     Whether you’ve seen it referred to as SRI (socially responsible investing), ESG investing (environmental, social and governance) or just plain

Aug 24, 2017 Categories: Investment Strategy, Market Updates
Top 10 books to read this summer, 2017

Top 10 books to read this summer: 2017

Summer is here which means it’s time to rustle up a reading list. We asked our experts from across the globe to recommend their must-have books for the holiday season. Whether you want an old classic, a financial read or to delve into history – our experts at Russell Investments have got you covered.  

Aug 11, 2017 Categories: Market Updates
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

Making sense of current equity and bond pricing

Making sense of current equity and bond pricing

Jihan Diolosa, Associate Director in the UK Institutional team poses questions to our lead multi-asset portfolio managers based on some of the key issues keeping investors awake at night.   Current equity and bond pricing   Despite equity prices being high, it’s not obvious whether the bull market will continue or if some sort of

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

Senior US Investment Strategist Paul Eitelman analyses the latest Federal Reserve announcement on interest rate hikes.

Fed hikes rates into mediocrity

The US Federal Reserve raised interest rates for the second time this year Lacklustre real US GDP growth indicates that the US economy is continuing to underperform expectations The global cycle, the US unemployment rate and accommodative financial conditions warrant today’s hike We don’t believe the fundamentals are strong enough to warrant another hike this

Jun 15, 2017 Categories: Market Updates
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

The economic outlook according to stocks and bonds: will it be rosy or will it be bleak?

With buoyant equity markets on the one hand and cautious bond markets on the other, Russell Investments’ strategist Van Luu analyses which asset class is right, if any. Asset class divergence We have reached a point where equity and bond markets are diverging significantly. Global equity markets trade close to all-time highs while bond markets

French Election

Macron wins French Presidential election

In line with the polls, Emmanuel Macron cruised to an easy victory in the second round of the French presidential election, taking 66% of the vote. Macron’s party, En Marche! is also doing well in the polls for the June parliamentary elections1. Which may mean that Macron’s power to implement reforms could be bigger than

May 8, 2017 Categories: Market Updates, Markets

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