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Archive for the ‘Multi-asset’ Category


Multi-Asset: Why we use derivatives to manage risk

Running with the bulls

Note: This is the inaugural blog in a three-part series focusing on how to get returns in today’s bull market while protecting against risk — in other words, how to run with the bulls without getting trampled.   The risk of the downside    It’s no secret that we believe equity valuations in the U.S.

May 16, 2018 Categories: Investment Strategy, Multi-asset

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

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
Market volatility - multi-asset approach

Why a dynamic multi-asset approach matters during volatile markets

We didn’t know 5 February would be the day. No one did. But for the past year, we’ve espoused the benefits of managing risk, rather than taking risk.    On that day, the Dow Jones Industrial Average plunged 1,175 points,1 marking an exceptionally volatile day for financial markets around the world. The 4.6% drop was

Feb 9, 2018 Categories: Market Updates, Multi-asset
Volatility strikes back. Is this the start of a bear market?

Volatility strikes back. Is this the start of a bear market?

After an exceptionally strong year in markets, volatility has struck back in recent days. At the time of this writing, the S&P 500® Index has fallen roughly 10% from its record close on 26 January.1   Many of our clients are asking us if this is the start of a bear market. Our answer—probably not.

Feb 6, 2018 Categories: Market Updates, Multi-asset
Fiduciary management innovation

Fiduciary management innovation. What does it look like?

Innovation continues to be a hot topic for fiduciary management. At Russell Investments, we understand that constant, rigorous innovation helps give our clients the highest likelihood of reaching their goals. That’s why we are so pleased to announce our recent award from Chief Investment Officer.   A note from Paul Wharton, Head of Fiduciary Management

Jan 24, 2018 Categories: Fiduciary Management, Multi-asset

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