Russell Research


Russell monthly update

11/09/2018
Here is a summary of investment markets for the month of August 2018.
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Investing is a house

26/08/2018
If you’re like me, looking to build a house on your own, then the following should come as no surprise: In order to construct a new home, I first off have to know my strengths—and areas where I need to rely on experts and specialists instead.
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Multi-Asset review Q2 2018 – Institutional

23/08/2018
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments’ performance in the June quarter and the outlook for 2018.
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Demystifying big data: How to critically assess quantitative investment signals

21/08/2018
Big data is one of the hottest buzzwords in the investment industry today. This is understandable given the prolific growth of data and data processing technology over the past several years and the intriguing applications of big data to equity investing.
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2018 ESG survey

21/08/2018
The importance of environmental, social and governance (ESG) factors within investing has increased exponentially over the last few years. As such, we’ve conducted an annual ESG survey of fixed income managers for some time now. However, this year we wanted to cast the net wider to gain a more holistic understanding. Targeted at asset managers of all sizes—from across all asset classes—we surveyed 299 firms to learn how they are integrating ESG considerations into their investment process.
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Emerging markets: Tumbling, or just stumbling?

17/08/2018
Emerging markets comprise a scatterplot of disparate economies, drawn from every quarter of the globe, and exhibiting an extremely diverse range of shapes, sizes, political regimes, trade composition and financial circumstances.
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Russell monthly update

13/08/2018
Here is a summary of investment markets for the month of July 2018.
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Managing downside risk in institutional investment portfolios

4/08/2018
It’s late in the market cycle and investors in US equities have enjoyed an extended bull run for the past nine years. The potential for large drawdowns and recession are increasingly high. This article explores strategies to manage downside risk using a health and wellness analogy:
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ESG survey: Spotlight on integration by fixed income managers

31/07/2018
Over the last few years, Russell Investments’ manager research team has conducted an annual ESG survey of global fixed income managers. From this survey, we’ve observed a rapid growth in the awareness of environmental, social and governance (ESG) factors. Crucially, this has fostered a widespread willingness among managers to incorporate ESG factors into their investment processes. Today, we put the spotlight on why—and how—fixed income managers are integrating ESG factors.
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Annual market update

19/07/2018
Here's a summary of investment markets for the financial year ending 30 June 2018.
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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.
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Russell quarterly update

18/07/2018
Here is a summary of investment markets for the three months ending 30 June 2018
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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.
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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?
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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.
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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.
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The Grind – a key ingredient for adviser success

16/07/2018
We often get many questions from advisers about perspectives on the market, the future of this business, the next big financial shift or trend... However, one question we do not often get is “What traits do you think an adviser needs to be successful in this business?
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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.
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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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