Posts Tagged ‘multi-asset investing’

Emerging Markets: Finding value through specialists and dynamic management

Are you giving emerging markets the attention they deserve? We believe emerging markets deserve at least as much time and effort as developed market allocations. The longer-term growth projection (in GDP, population and consumption) shows that by 2025, emerging markets may represent over 45% of global consumption.1 Many multi-asset portfolios could benefit from this kind

May 4, 2017 Categories: Market Updates, Markets
Russell Investments Wire Blog Factor Exposure

Using factor exposures to in pursuit of better returns in a multi-asset portfolio

The low interest rate environment of recent years has created a challenging return outlook for institutional investors. In response, one area that many investors have turned to in their pursuit of incremental returns is factor exposure management (widely referred to as smart beta). Factor exposures in a multi-asset context The management of factor exposures is

Apr 13, 2017 Categories: Investment, Investment Strategy

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

Multi-asset investing: Wizard of Odds

In probability theory the Kelly criterion is a way to decide the optimal size of a series of bets. It was discovered by a physicist named Kelly who figured out the idea when he was working in telecommunications research at Bell Labs in the 1950s. Kelly figured out the formula which showed the optimal amount

Nov 25, 2016 Categories: Investment, Market Updates

Crystal ball revealed: what does the future hold for equity investors if this time is not different?

In my last blog I argued that even long-term equity investors are not always rewarded for the risk they are taking. It all boils down to the price they pay for stocks. With hindsight the best time to buy is when everyone rushes to the door and the worst time is when everyone scrambles to

Jun 11, 2015 Categories: Investment Strategy, Markets
Russel Investmennts wire blog-graphic introduce DGF to your family

Would you introduce a DGF to your family?

There is a new breed of investment mandate that many investors in the UK are falling in love with, but would you introduce them to your family?* As we all know, the decision to introduce a special person to one’s family is not taken lightly. In fact, there are usually many hours and days (if

Oct 30, 2013 Categories: Investment Strategy
Russell Investments Annual Pensions Conference 2013

Get tough on austerity

When the going gets tough, the tough get going. Senator Joe Kennedy, reputedly drummed this mantra into his nine children, including the future US president John F Kennedy. Well, austerity is tough. And if you just sit back and accept it, your assets will probably shrink and your funding gap grow. Don Ezra, Co-Chairman of

Jun 5, 2013 Categories: Investment Strategy
Russell Investments Annual Pensions Conference 2013

A warm welcome to Abbey Road

Good morning from Abbey Road Studios, London. The edifice that witnessed the recording of the Beatles’ most famous albums is – for one day only – home to Russell Investments’ Annual Pensions Conference. This blog will guide you through the day’s presentations and debates which include: Austerity in Focus – a panel debate on how

Jun 5, 2013 Categories: Investment Strategy

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