More than a quarter of the 200 financial advisers we surveyed are considering more sophisticated options, in particular real return funds when reviewing clients’ portfolios, given the current market environment.
As Australian investors look for high-income alternatives to term deposits, many are
considering exchange traded funds (ETFs). ETFs trade like an equity investment,
offering investors access to a diversified, liquid and transparent high-yield
investment at lower cost than actively managed funds. But not all ETFs are created
equal. For the last five years, the Russell Investments’ High Dividend Australian
Shares ETF (ASX code: RDV) has outperformed its closest rivals. Portfolio Manager,
James Harwood, explains why.
As tensions continue to rise between North Korea and US, we share current watchpoints and market implications for the Asia-pacific region
Russell Investments believes that high momentum stocks will generate higher returns than low momentum stocks over a market cycle. To capture this momentum premium, Russell Investments’ equity funds are typically exposed to an allocation of high momentum stocks through a market cycle. But momentum portfolios can be subject to “momentum crashes”. Russell Investments therefore dynamically manage allocations to these high momentum stocks looking at three broad indicators - cycle, valuation and sentiment.
You can’t see the forest for the trees: It’s a saying as old as time. The thinking goes that you’re so focused on a few things in front of you that you can’t take a step back and see the bigger picture.
In 2017, the trees are U.S. equities—and make no mistake, they’re giant ones, standing tall front and center. The forest is a significant portion of your portfolio.
Yes, U.S. stocks are high. And their related indexes are, in some cases, higher than they’ve ever been. The problem? They’re obscuring investors from peering deeper in—from seeing beyond a short-term time horizon into what else could thrive in their portfolios. Blame it on sentiment and cycle.