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Archive for the ‘Multi-asset’ Category


Is a recession on the horizon?

In the first of our series showcasing the best of Russell Investments’ Annual Investment Summit, Andrew Pease presents his three potential market scenarios.   Wall of worry or slope of hope?   For the past year it feels that we’ve been climbing the wall of worry. Markets have had to overcome the Trump election; the

Are you where you need to be?

The last twelve months have seen equity market valuations rise and bond yields decrease against a backdrop of political surprises. There is no magic crystal ball – but as investors, we are constantly required to ask ourselves: ‘is my portfolio best positioned for the future?’.   Manage risks, not returns   It was the Dean

Nov 9, 2017 Categories: Investment Strategy, Multi-asset

Problems of plenty: Can active managers manage their AUM?

It’s no secret that Russell Investments expects active managers with relatively low assets under management to have better average performance. But as Director of Investment Strategy and Research, Leola Ross explains, increasing assets under management is not necessarily the kiss of death. We’ve been talking a great deal recently about the debate between active management

Multi-asset in today’s low-return environment

Global CIO Jeff Hussey discusses how unrealistic expectations for investment returns are today, in the current low-return environment. We believe investors should consider a multi-asset approach that is active, targeted and dynamic.     Today’s low-return environment   Along with most other forecasters, our team at Russell Investments forecasts a low-return investing environment for the

Why downside protection may matter more than upside growth

Why downside protection may matter more than upside growth

Senior Portfolio Manager of the Multi-Asset Growth Strategy discusses the key concepts behind downside protection. A multi-asset approach to investing can efficiently employ downside protection in order to smooth the path towards securing an investor’s financial objectives.   The power of capital preservation   The global macroeconomics and geopolitical outlook remains uncertain, suggesting that an

Jul 27, 2017 Categories: Investment Strategy, Multi-asset
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

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

Wire-blog-geopolitical-risk

When should we care about geopolitical risk?

Between Trump, Brexit, and the coming French elections, there’s been a great deal of focus on geopolitical risks and their possible impacts on markets and investors. So how do we deal with geopolitical risk? We believe the answer lies in taking a close look at Cycle, Value and Sentiment. The power of Cycle, Value and

The unseen value of active management

When it comes to achieving outcomes, I believe that there is no purely passive approach. We all need to be active investors in some way. We all make choices, saying yes to some market exposures and investment strategies and no to others. That’s why, at Russell Investments, we believe in both active and passive approaches—as part of a multi-asset investment solution to help achieve desired

Mar 23, 2017 Categories: Multi-asset

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