Russell Research


The good, the bad and the alternative

13/05/2019
With the current late cycle market environment, investors are becoming more and more interested in seeking returns from non-traditional assets. This article discusses where to find value in unlisted assets and how to avoid the tripwires.
Read article

Confessions of a portfolio manager

13/05/2019
Lessons from the GFC, how to prepare for surprises, and what it’s like to be responsible for investing hundreds of millions of other people’s money.
Read article

12/05/2019
On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Research Analyst Brian Yadao discussed the implications for markets after prospects for a U.S.-China trade deal soured.
Read article

Market commentary: monthly update

10/05/2019
Here is a summary of investment markets for the month of April 2019
Read article

Structural changes in Japan: Corporate governance

8/05/2019
We highlight the need-to-know aspects of the instrumental political, regulatory and investor-led reform taking place in Japan. Learn why corporate governance change in Japan is real, and here to stay.
Read article

Building unlisted infrastructure into your portfolio – overcoming four key obstacles

7/05/2019
We unpack the challenges and potential benefits of a private infrastructure allocation.
Read article

Words create worlds: Shift the conversation & potentially deliver better outcomes

7/05/2019
It's no surprise that we believe the best advisers take a holistic approach to their clients' investments--that the best advisers focus on long-term outcomes instead of beating short-term benchmarks. Even these advisers often struggle to prove their value. Let's change that.
Read article

Q1 2019 Equity Manager Report: The pendulum swings back toward growth

29/04/2019
Our manager research showed growth outperforming value, though managers from both styles of investing bought the 2018 fourth quarter correction.
Read article

When It's Time For A New Plan - Managing The Strategic Priorities Of Your Advice Business

12/04/2019
Many advisers may have a short-term focus on managing regulation, responding to immediate client demands and understanding the current market environment. However, successful advisers will also have an eye on the longer-term horizons and the strategic priorities that they need to be preparing for today….
Read article

Time to focus on China

11/04/2019
From trade wars with the U.S., to the widely publicised slowdown in gross domestic product (GDP) growth, China has rarely been out of the news in the past 18 months. Unfortunately, those taking the headlines at face value may be missing out on long-term opportunities available within this economic powerhouse.
Read article

Market commentary: quarterly update

10/04/2019
Here’s a summary of investment markets for the three months ending 31 March 2019
Read article

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?
Read article

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.
Download PDF

The Fed could still hike rates again this year. Here's why.

21/03/2019
As expected, the U.S. Federal Reserve (the Fed) left interest rates unchanged at the conclusion of today’s policy meeting, once again emphasizing a patient approach to monetary policy in the months ahead.
Read article

Where might you find returns in 2019? Consider private markets.

18/03/2019
We believe that private markets may offer opportunities for additional returns this year. Here's why.
Read article

The magic of storytelling for your business

16/03/2019
Albert Einstein once said, "If you can’t explain something simply, you don’t understand it well enough." I can't agree more—especially when it comes to growing and protecting people's nest egg. Unfortunately, in my 20 years in the investment industry, I've often sensed that I'm in the minority on this issue: Our industry seems to love making the simple sound so complex that many clients think we are speaking a foreign language.
Read article

Market commentary: monthly update

7/03/2019
Here is a summary of investment markets for the month of February 2019.
Read article

2019 Fixed Income Survey: Is a change in market dynamics afoot?

21/02/2019
Throughout the year, we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we’ve ask: is the Fed providing markets with false comfort?
Read article
Adam Smears

Not so great expectations: Will market struggles continue this year?

13/02/2019
After a strong January, volatility has returned in time for February. Is there a way forward for markets this year?
Read article

Market commentary: monthly update

12/02/2019
Here is a summary of investment markets for the month of January 2019.
Read article
Site preferences