Russell Research



Adviser - Checklist and Stoplist

6/04/2019
Do you sometimes struggle to find the time to accomplish all you need to do in your work day, week, year? It’s time to take a step back, access and organise. What’s your team’s Checklist & Stoplist?
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Multi-asset review Q1 2019

28/03/2019
Our multi-asset team, discusses Russell Investments' performance in the March quarter and the outlook for the remainder of 2019.
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What do I do if I have a complaint?

7/02/2019
Dispute resolution

We take great pride in providing exceptional service to you, so we always take any inquiry or complaint very seriously. To this end we have created a very simple and straightforward dispute resolution process to help if you're dissatisfied.
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Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry: A Cathartic Experience for Finance Sector Equities

6/02/2019
The Australian equity market in general, and bank and financial equities in particular, saw prices and valuations languish in the months leading up to Commissioner Ken Haynes’ final report on February 4th, 2019. Most active fund managers were underweight the banking sector, in the lead-up to the Commission’s 76 recommendations reveal.
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Multi-asset review Q4 2018

31/01/2019
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments' performance in the December quarter and the outlook for the remainder of 2019.
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Annual market update

29/01/2019
Here is a summary of investment markets for the year to 31 December 2018.
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Russell Investments quarterly update

21/01/2019
Here’s a summary of investment markets for the three months ending 31 December 2018
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Top 5 investment themes to watch for 2019

17/01/2019
How might 2019 shape up across the investment landscape? Here’s our take on the key issues to pay attention to.
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Russell monthly update

6/12/2018
Here is a summary of investment markets for the month of November 2018.
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2019 Global Market Outlook: The late-late cycle show

5/12/2018
U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget standoff with the European Commission and Brexit imply that 2018’s volatility should continue into 2019. We believe that 2020 marks the danger zone for a U.S. recession, which gives equity markets some upside in the year ahead. However, late-cycle risks are rising—and monitoring these risks will be critical to avoid buying a dip that turns into a prolonged slide.
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Overview of Negative screening and performance consequences

21/11/2018
In recent years, an increasing number of investors have formed dual investment goals: maintain strong investment returns while expressing views on specific industries (such as tobacco, carbon or controversial weapons). As part of this demand, investors also want to understand the performance impact of these exclusions on their portfolio. To meet this need, we created thousands of simulated portfolios with various exclusions. Then we evaluated the performance distribution of these portfolios to identify how – and how much – negative screening can materially affect a portfolio.
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Miao Ouyang

Russell monthly update

13/11/2018
Here is a summary of investment markets for the month of October 2018.
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Multi-Asset review Q3 2018 – Institutional

29/10/2018
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments’ performance in the September quarter and the outlook for 2018.
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Q3 equity manager report: The froth has left the market

26/10/2018
Does the stock market still have gas left in the tank? We have summarised equity manager insights from our manager research team, region by region.
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Outcomes are the new alpha

18/10/2018
Want to know why the tortoise beat the hare? He (or, more likely, she) stayed focused on the finish line. The tortoise was all about the outcome.

In a recent study that we shared, we found investors who built the most wealth did so with a focus on long-term outcomes. Guess what those with the smallest account holdings did? They focused on short-term performance. They acted like hares. The wealthiest acted more like tortoises.
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Russell quarterly update

8/10/2018
Here’s a summary of investment markets for the three months ending 30 September 2018
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2018 Global Market Outlook – Q4 update: Maximum pressure

25/09/2018
The U.S. Federal Reserve (the Fed) is settling into a quarterly tightening routine that could see the federal funds rate rise above 3%. Even so, the upside for the U.S. dollar looks limited given its expensive valuation and crowded long positions. We believe a pause in the dollar uptrend should bring respite to beleaguered emerging markets.
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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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