Russell Research


Netwealth US Study Tour 2018 – Adviser panel

14/05/2018
At Russell Investments, we are known for our global investment capability and the people we have ‘on the ground’ in over 20 locations researching managers and sharing local market insights.
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Did active management hold up during first-quarter volatility?

9/05/2018
Volatility may have rattled investors’ nerves during a rocky first quarter for markets, but did those with their assets in the hands of an active manager sleep better at night?
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Q1 2018 - Russell Investments' dynamic approach delivers positive benchmark-relative returns for investors

9/05/2018
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments’ performance in the March quarter and the outlook for 2018.
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Russell monthly update

9/05/2018
Here is a summary of investment markets for the month of April 2018
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Multi-Asset review Q1 2018 – Institutional

4/05/2018
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments’ performance in the March quarter and the outlook for the remainder of 2018.
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What’s behind the recent commodity rally?

2/05/2018
Commodities have been in a positive trend since mid-June of last year, when oil began moving higher from the low $40s1. After a period of consolidation in February and March, commodities have seen some strong price advances, particularly in energy and metals, so we felt that this was a good time to outline our thoughts about near-term and intermediate-term prices.
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Integration of ESG in a disruptive world

2/05/2018
Will the current environment be disrupted by new approaches and technologies? Often disruptors sit in plain sight. The trends and efforts they represent can emerge over time, but ESG factors can also suddenly impact both the way business is done and the value of companies, too.
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Nick Spencer

Multi-Asset review Q1 2018

24/04/2018
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments’ performance in the March quarter and the outlook for the remainder of 2018.
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The bond market is waving a flag that we should pay attention to

19/04/2018
The current bull market in U.S. equities has been impressive on many fronts, and specifically with respect to its magnitude of returns and longevity.
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#DeleteFacebook: Data privacy concerns flood the social network

18/04/2018
On March 16, news broke that British political consulting firm Cambridge Analytica had gained improper access to data from as many as 50 million Facebook users (an estimate that has since been upped to 87 million).1 That firm and its top executives are now also under fire for alleged violations of U.S. election laws, and Facebook is facing heavy scrutiny of its data security, audit procedures and disclosures. Its stock price is down more than 17% since the issue came to light.2
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Kris Nelson

Russell quarterly update

9/04/2018
Here is a summary of investment markets for the three months ending 31 March 2018
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Dividend Opportunities

5/04/2018
Semi-annual Index Reconstitution Russell Investments High Dividend Australian Shares ETF (RDV)
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Markets tumble as Trump announces sweeping tariffs on China

21/03/2018
Trump announcement on Chinese tariffs sparks market sell. What's next?
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Where to from here? Australian equities outlook and opportunities for investors

19/03/2018
Since the GFC, Australian equities have lagged their US and Global counterparts. Over the past ten years we have seen the final phase of the resources boom followed by the bust; iron ore and oil prices have been a wild ride and stocks related to these commodities have been no different. More recently, bank shares went through a period of strong returns due to record profits from housing-related activities, followed by a slump as the market starts to price a less favourable outlook in the years ahead. Finally, the Australian consumer and retail industries continue to face challenges due to increased online and international competition as well as the disappearing tailwind of falling interest rates.
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Why investors should be alert but not alarmed in 2018

19/03/2018
The biggest guessing game in global investing today is if – or perhaps when – the red-hot American equity market will stop soaring and start sliding. And what sort of damage will be wreaked if there is a sudden change in sentiment in the U.S. or further afield.
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Five answers to help investors ride out market uncertainty

19/03/2018
Uncertainty and volatility are increasingly ruling the 2018 investment landscape. To help investors find the best way forward, we answer some of the most common questions being asked by investors, based on recent comments from its experts.*
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Extended lifetime – do your clients have enough for it?

19/03/2018
Tim Noonan, Managing Director of Strategic Business Initiatives, sounds the alarm over the underfunded retirements crisis. “Financial advisers have an opportunity to help clients ensure they have enough funds for an extended lifetime.”- Tim
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Russell monthly update

6/03/2018
Here is a summary of investment markets for the month of February 2018
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Q1 2018 Fixed Income Survey: Expectations for rising rates, volatility, and emerging markets

1/03/2018
The dichotomy between views from interest rate managers and credit managers continues. In this survey, rates managers have blinked first.
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Adam Smears

Why uncomfortable investing may be the way forward

21/02/2018
The former U.S. Federal Reserve Chair Alan Greenspan made his now famous "irrational exuberance"1 comment about equity market valuations a full three years before the dot-com bubble eventually burst in March 2000 and equity markets sold off heavily. Momentum can be a powerful force in late cycle rallies, with investor psychology likely playing a big part in driving markets higher for longer periods of time than many industry analysts believe possible.
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Martin Jaugietis
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