Russell Research


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.
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Resisting temptation

2/07/2018
Human beings have developed language, conquered gravity, and made the most of our opposable thumbs. What we’re not terribly good at though, is overcoming our own worst impulses – particularly as investors.
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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.
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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.
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Adam Smears

Q2 2018 Global Fixed Income Survey: Key findings and conclusions

13/06/2018
Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. This quarter’s survey included 62 responses from managers with specialisms ranging across eight fixed income sectors.
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Adam Smears

June FOMC meeting: Slow and steady with another rate increase

12/06/2018
In predictable fashion, the Fed increased borrowing costs again today. How long could the central bank stick to its quarterly rate-hiking rhythm?
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Russell monthly update

8/06/2018
Here is a summary of investment markets for the month of May 2018
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Are recession risks increasing in the U.S.?

6/06/2018
This is now the second-longest U.S. economic expansion ever1. We always knew it was going to be a long road to recovery—the severity of the Great Financial Crisis and the mediocrity of the subsequent growth trajectory meant a long and winding road back to normal activity levels. But by most measures the U.S. economy is now back to normal. And we are starting to see a few signs of late-cycle imbalances that show an economy on the cusp of overheating. In that regard, it’s logical for us to start asking about when the next recession might occur and the implications of that for multi-asset investment strategies.
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Uncertain times for Italian politics: Questions and watch points

3/06/2018
The breakdown of Italy's proposed coalition government led to soaring Italian government bond yields and queries about what's next for the eurozone's third-largest economy. Today, Wouter Sturkenboom, Senior Investment Strategist, updates his views in light of recent developments.
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It’s not just the tweets. Some things are different.

31/05/2018
This time is different.

Really.

I’m fully aware that the above phrase constitutes the four most dangerous words in our business. And, truth be told, on first glance, it may seem that today’s late-cycle bull market is no different from any others in recent history.
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11 months to go: Why we expect a soft Brexit

24/05/2018
With less than a year to go until the United Kingdom leaves the European Union, we think that negotiations are heading toward a soft Brexit. The guiding principles behind our focus are simply Prime Minister Theresa May’s constraints and preferences.
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Should I stay or Should I go?

24/05/2018
The S&P 500® Index started the year with a bang, rising 5.6% for the largest January gain in 20 years1. An old market saying is: "So goes January, so goes the year." In the past 50 years, there have been nine other instances of January gains greater than 5%. In eight of those years, the calendar year gains averaged 26%2. The exception was 1987, and we all know what happened that year.
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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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