Investing in volatile times
Important truths to remember about market volatility
At Russell Investments, we help investors manage downside risk in three ways: by diversifying sources of returns, by using a robust dynamic asset allocation process to guide tactical positioning, and by seeking effective implementation capabilities. We have been anticipating a low-return, high-volatility environment for the last 2-3 years. Accordingly, we have been dynamically adjusting our portfolio positioning to manage downside risk.
In this blog post, market volatility has appeared to stir up questions about moving out of the market for the safety of cash. Check out these key considerations before moving to cash.
B is for behavior coaching. Perhaps the most important role advisors play.
Investors tend to get rattled when markets are volatile. An advisor’s guidance in keeping investors on track is one of the most valuable roles they play.
Is it time to go global? 3 stories that help make the case with clients.
Got clients who are reluctant to invest beyond America's borders? These three stories may help.
Investing through uncertainty (PDF)
During times of volatility investors tend to become increasingly reluctant to participate in the market. While volatility is concerning there may be opportunities that arise to help stay on course with long-term goals.
What is risk management?
When it comes to investing, risk management is the active mitigation of uncertainty that surrounds all investment opportunities. Investing is inherently risky. At Russell Investments, we do not seek to avoid risk, but rather work to ensure that the right risks are taken, with the highest likelihood of compensation. We work to ensure exposure to uncompensated risk is minimized.
The value of staying invested—Investor insights
The impact of staying invested during market turmoil (PDF)
Staying the course during market volatility is often difficult for many investors. Some choose to move to cash investments, while others try to time the market. Unfortunately, these investors are often buying high and selling low—and miss the rallies that follow the challenging periods.
Additional:
- Don't Let Short-Term Results Disrupt Your Plan (Video)
- Needle in the Haystack, the Difficulty of Market Timing (Video)
Advisors: Keep calm and keep your clients invested (PDF)
Three general rules to help keep clients calm and invested when markets turn choppy.
Additional:
- The impact of staying invested (PDF)
- Pullbacks are Temporary, Long Term Investors Do Not Need to be Rattled (Video)
Bulls versus Bears (blog post)
We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.
Additional:
- Bull v. Bear Market (PDF)
- A Picture is Worth a 1,000 Words, Bull vs. Bear Markets (Video)
Have your clients been riding the wave of emotions in the market? Gain perspective with our interactive Cycle of Investor Emotions charts.
Additional:
Market forecasts
Active Management Insights
Our distinct relationship with underlying managers gives us unique access to insights from specialists across the manager universe. As the world navigates through unprecedented times, keeping a vigilant watch on the views of specialist managers has never mattered more.
How can we help?
We deliver solutions and services aimed to help you navigate confidently through tumultuous times.
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