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Posts Tagged ‘value’


Unconstrained Bonds – taste the secret sauce

Page Title Unconstrained Bonds – taste the secret sauce

Unconstrained fixed income has become a popular strategy. By choosing investments that are free from benchmark constraints and that allow the managers wide-ranging discretion, investors aim to achieve consistent positive performance irrespective of a potential turn in the interest rate cycle. But in a world of low prospective returns, a successful unconstrained bond strategy needs

May 31, 2017 Categories: Investment, Investment Strategy, 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

Seeking return from fixed income: credit where credit’s due

Investors are struggling. High valuations and low interest rates make both equities and government bonds prospectively riskier and less rewarding. The search is on for alternative approaches and more flexible outcome-oriented strategies. Credit can play an important role in this search, but investors need to understand the characteristics of credit risk and where it fits

Sep 6, 2016 Categories: Investment, Markets

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
Russell Investments - Warren Buffet graphic

Now we have another word to describe Warren Buffett

I have a confession! I had a little bit of help writing the post below. In fact…a lot of help. Actually, Bob Collie, who led the consulting team here in the UK before heading off to our Tacoma office in early 2002, is the rightful owner. Bob remains a lively voice in Russell debates –

Feb 14, 2013 Categories: Investment Strategy

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