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Posts Tagged ‘Investments’


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

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

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

Active share and multi-manager funds: The labradoodle effect

Labradoodles combine the friendly temperament of the Labrador retriever with the dander-free hair of a poodle—a win-win for dog-lovers who have allergies! Russell Investments sees multi-manager investing in a similar way. By combining skilled, often concentrated, managers, it is possible to capture the benefit of excess returns while reducing deviations from market returns that cause

May 13, 2016 Categories: Investment

Understanding active share: Dispelling misconceptions

  Years after active share was “introduced” in 2006 and became the latest easy metric for identifying better managers, we recently saw the inevitable reversal in a recent FundFire article: Active Share Bubble has Burst. Whether active share is still latest fad or starting to wane in popularity, at Russell Investments, we continue to use

Dec 14, 2015 Categories: Investment

Q2 Market Outlook: The Global economy thaws after a cold winter while valuations in financial markets rise

2014 has started slowly and equity markets are still looking for confirmation that the price increases in 2013 were based on an improvement in economic growth The disappointing developments so far are due to the cold winter in the U.S., a turn in the credit cycle in China and Japan ‘s VAT increase. There are

May 22, 2014 Categories: Investment Strategy

5 smart questions to ask about smart beta – Q5: How can I be sure that my smart beta is staying smart?

Thoughtful use of well-designed smart betas should lead to better outcomes. But of course, as is always the way in investing, it might not feel like it in the short run. Here’s the ten year track record of a couple of fundamentally-weighted indices (the most popular smart beta strategy to date) versus market cap. Table

May 7, 2014 Categories: Investment

5 smart questions to ask about smart beta – Q4: How can I be smart about how I use this smart beta?

Those that have jumped into smart beta so far are mostly making strategic allocations to fundamentally-weighted and low volatility indices. That’s one of the findings of our EMEA smart beta survey. But is this the smartest way to use smart beta? Well, there’s certainly something smart about it.  Making an allocation to either or both

May 1, 2014 Categories: Investment Strategy

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