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Posts Tagged ‘Russell Investments’


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

July 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
Making sense of current equity and bond pricing

Making sense of current equity and bond pricing

Jihan Diolosa, Associate Director in the UK Institutional team poses questions to our lead multi-asset portfolio managers based on some of the key issues keeping investors awake at night.   Current equity and bond pricing   Despite equity prices being high, it’s not obvious whether the bull market will continue or if some sort of

CIO Letter

Each January Russell Investments’ CIO reviews the preceding year and discusses both our funds’ performance and our new initiatives and developments. This year’s letter combines comments from both our Global and EMEA CIOs about the progress we have made for clients during 2016 and how we are preparing for the year ahead. Find out more.

Jan 30, 2017 Categories: Market Updates

Brexit is so passé, what’s the next unexpected event?

After the initial shock of Brexit, the overall impact has been more favourable than feared. Survey data on consumer products and producer confidence as well as the housing sector have partly rebounded after steep initial drops. Financial markets too have recovered quickly and riskier assets have not been overly penalised. Indeed, Brexiteers can already be

Oct 4, 2016 Categories: Markets

Q3 market outlook: Too long, too short or just right?

One of the dilemmas that we have when we produce our quarterly market outlook is the length. Do we produce a two-page summary document with just the soundbites? Or the full document with all the details? Like Goldilocks in Robert Southey’s children’s story, I prefer something in-between. In his video summary, Paul Eitelman, one of

Jul 12, 2016 Categories: Markets

Global market outlook: lacklustre

You would have seen a lot of initial reactions to Brexit, for example, “Where to now that we have a Brexit vote?” What impact does news such as this have on our global market outlook? You can read our full outlook here, but see a summary below. Here’s a word that’s not very inspiring: Lacklustre.

Jul 6, 2016 Categories: Markets

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