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Posts Tagged ‘Currency’


Pension funds – are you making the most of FX?

Professional Pensions recently interviewed our experts about the ways pension funds can harness the returns available from FX and currency management. In the final instalment of the Wire’s three-part currency series, hear from Van Luu and Mirjam Klijnsma.   Should pension funds be holding exposure to safe-haven currencies? If so, what’s your outlook?   Luu: Due

August 18, 2017 Categories: Currency, Implementation, Investment Strategy
Don’t overlook currency management in a multi-asset portfolio

Don’t overlook currency management in a multi-asset portfolio

As the summer holiday season approaches, Van Luu explains why the euro looks attractive for multi-asset portfolios in the long-term.   Don’t overlook currency management in a multi-asset portfolio: Spotlight on the Euro   As the holiday season approaches and people set off to catch some summer sun (Greece, Italy, Spain anyone?) it seems as

Jul 20, 2017 Categories: Currency, Implementation, Investment Strategy
Life in a low return world: every basis point counts

Life in a low-return world: Every basis point counts

Last time I explained the benefits and variable scenarios of currency hedging – both static and dynamic. As we saw, the opportunities available in currencies can often be overlooked within an investor’s core multi-asset strategy. We think there are four strategies that can be employed to manage risks and make the most of the return

Jul 12, 2017 Categories: Currency, Implementation, Investment Strategy
Currency hedging can prove profitable in a low return environment.

Life in a low-return world: To hedge or not to hedge?

Currency Strategist Van Luu shows how thoughtful management of currency risks and opportunities can help investors reach their objectives, despite the low-return environment.   Russell Investments believe we will see low returns over the next seven to ten years. Pension funds, endowments and individuals may have to adapt their behaviour and strategies or else risk

Global markets forecast: Is the rally based on fake news?

Our team of strategists continually assesses economic data and quantitative modelling when researching what we expect for global markets in the coming quarter and beyond. Let me recap our topline insights from the latest Global Market Outlook – Q2 Update: Undue pessimism about global growth has given way to excessive optimism. Equity markets are overbought

Mar 30, 2017 Categories: Markets

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

Sep 14, 2016 Categories: Investment, Investment Strategy, Markets

The cost of currency: Finding potential opportunity in risk

Exchange rates are buffeted by political decisions and can seem utterly unpredictable, as recent events illustrate (see below). Pension funds and other asset owners are exposed to exchange rate fluctuations through their international portfolio holdings. Many of them see currency risk as an unwelcome by-product of international diversification, and they may try to reduce or

Aug 4, 2016 Categories: Market Updates

Currency investing: Skill versus smart beta

The real possibility of Brexit has turned investors’ attention to the recent weakness of sterling and currency developments in general. Unsurprisingly, I have fielded more questions than usual on foreign exchange markets over recent weeks. Very often, currency is a mere afterthought in the deliberations of investors. I think this is an opportunity missed. Left

The application of smart beta to currency management

Most of the discussion of smart beta so far has focused on the management of equity portfolios. At the recent Russell Institutional Summit, Keith Brakebill described how the concept is being extended to currency markets. “Smart beta” is really factor exposure management… I am in the camp that defines smart beta as factor exposure management.

Jun 4, 2015 Categories: Investment Strategy
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Six reasons why Fiduciary Management is much more than “LDI+DGF” – part 5 of 6

Yesterday, in the fourth instalment of Six reasons why Fiduciary Management is much more than “LDI+DGF” we discussed the role of interest rate risk in the growth portfolio. In this blog I discuss the relationship between interest rates/inflation and currency risk: 5. FX risk as the point of intersection between growth and matching For a

Dec 13, 2013 Categories: Uncategorized

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