Solutions for Institutional Investors


2017 Global Market Outlook

The Outlook highlights the most recent economic insights and market expectations from the firm's global team of investment strategists.

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Latest Insights

Can multi-asset funds protect you from market shocks?


Executive Summary

Dynamically managed and with a focus on risk, multi-asset funds can help you mitigate the impact of market shocks. We believe the strategies in our multi-asset process help us steer a course through volatile times.

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Q4 2017 - Russell Investments’ dynamic approach continues to deliver for investors

Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments' performance in the December quarter and the outlook for 2018.
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Russell monthly update

Here is a summary of investment markets for the month of January 2018
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Volatility strikes back. Is this the start of a bear market?

After an exceptionally strong year in markets, volatility has struck back in recent days. At the time of this writing, the S&P 500® Index has fallen roughly 10% from its record close on Jan 26.1 The Australian equity market has seen falls of smaller magnitude, given it did not participate to the upside through most of 2017 and January of this year. Nevertheless, the age-old adage of the US sneezing remains, and sustained volatility in the US is likely to weigh on our domestic market. Many of our clients are asking us if this is the start of a bear market. Our answer—probably not. Bear markets are almost always caused by a decline in the real economy. That’s because it takes a recession to simultaneously damage both the valuations multiples AND earnings growth of businesses. And right now, this does NOT look like a recession scare to us. Instead, two distinct forces are conspiring against global equities.
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What’s behind yesterday’s stock market sell-off?

We believe Monday’s stock market pullback was likely driven by concerns over valuations, rather than fears of a recession. Here’s why.
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