VISION

2018 Global Market Outlook - Q3 update: Trade-war tightrope

The two key global market trends of early 2018 - U.S. growth leadership and the U.S. dollar bounce - have probably run their course.

 

Features

Market Insights


International Bonds Q&A

18/07/2018
James Mitchell, senior portfolio manager, global fixed income answers frequently asked questions from investors on the outlook of the International Bond market and how our fund is positioned.
Download PDF

Russell quarterly update

18/07/2018
Here is a summary of investment markets for the three months ending 30 June 2018
Read article

Living in the tension between short-term and tactical

17/07/2018
In my previous blog in this series, I discussed the importance of knowing what you own in your portfolio. As vital as that information is, it is a commentary without a counterpoint, if, as an investor, you don’t know where you would like the portfolio to be. We believe portfolios must constantly adapt to succeed. They must adjust to shifts in fundamentals, market dynamics and macro forces that impact the valuations of assets.
Read article

Adjusting your portfolio? 3 implementation capabilities to keep in mind

17/07/2018
Your portfolio needs to move. You know where you want to go. But how do you get from point A to point B?
Read article

Is Goldilocks awake? Time to consider exposure to alternatives

17/07/2018
2017 was a Goldilocks year. Market conditions seemed just right: the global economy was generally steady, interest rates remained low and many equity markets had high returns and low volatility. But 2018 has given us less sanguine conditions. Global economic growth is still solid, but slower. Interest rates remain low, but are rising. And equity markets have relatively higher volatility and lower returns. We’re not suggesting the bears have come home to find Goldilocks asleep, but we believe challenges facing investors makes it an ideal time to consider exposure to alternatives.
Read article

Avoiding the risk of standing still: True dynamic portfolio management

17/07/2018
In late cycle investing, dynamic portfolio management can help investors continue to get the upside while protecting against the downside. But we believe few asset managers can do it well.
A key part of multi-asset investing is dynamic portfolio management, where all the aspects of a portfolio are adjusted—as often as daily—to work toward a definable set of investment goals, such as saving for retirement, closing the funding gap of a corporate pension plan or meeting the objectives of an endowment.
Read article

Why meetings matter

12/07/2018
In 1969, when a young George Russell decided he wanted to find the very best investors, he had a very basic question to answer: How?
A big part of the answer to his question is what is known today as the manager meeting. Detailed interviews with managers on a defined set of topics that we believe are critical to assessing whether the manager has a competitive edge.
Russell Investments conducts about 2,000 formal evaluation sessions with managers each year and everyone wants to know what happens at these meetings. So, maybe it’s time to lift the lid just a little.
Read article

Know your bears from your bulls

2/07/2018
Ever heard someone waxing lyrical about the importance of diversifying your portfolio across asset classes and wished you knew what on earth they were talking about? Check out our plain-language guide to common investing terms, and you’ll be holding your own in no time.
Download PDF

2018 Global Market Outlook – Q3 update: Trade war tightrope

29/06/2018
The two key global market trends of early 2018—U.S. growth leadership and the U.S. dollar (USD) bounce—have probably run their course. Be alert for an escalation in the trade-war issue, and keep an eye on the yield curve for a U.S. recession warning, although this seems unlikely before late 2019.
Read article

Q2 Fixed Income Survey - the US growth domino effect

13/06/2018
Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. In Q2 2018, we’ve put the spotlight on U.S. rates and inflation expectations, credit markets and casualties from rising U.S. interest rates.
Read article
Adam Smears
Site preferences