The data suggests that future market returns are likely to be lower than in the past. Can a multi-asset investing approach help make up the difference?
It’s no secret that Russell Investments expects active managers with relatively low assets under management to have better average performance. But as Investment Strategist Leola Ross explains, increasing assets under management is not necessarily the kiss of death.
Environmental, social and governance (ESG) investing has led to a spike in reduced-carbon portfolios. But the standard investing approach may actually be lowering exposure to carbon alternatives like renewable energy.
The Federal Reserve is widely anticipated to begin the process of balance sheet normalization, or quantitative tightening, this fall. What kind of impact to markets is expected?
Portfolio Analyst Stella Liu explains why, in today’s environment, we believe preserving capital may be more important than chasing growth.
Jihan Diolosa, Associate Director of our UK Institutional team, poses questions to our lead multi-asset portfolio managers based on some of the key issues keeping investors awake at night.
Global CIO Jeff Hussey discusses why we believe investors should consider a multi-asset approach in today’s low-return environment.
Some argue that active management is a zero-sum game, so investing passively—relying on the wisdom of crowds—is better. How strong is that logic?
Stock market volatility in 2017 has been so low that it’s been hard to miss. This unusual tranquility may be sowing the seeds of future turmoil.
The debate between active and passive management in fixed-income continues. We take a look at both sides of the coin for investors.
We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.
With $504 billion flowing into passively managed products and $316 billion fleeing actively managed mutual funds in 2016 in the U.S., the active-versus-passive debate appears to be tipping in favor of passive management.
It’s time for our mid-year update to our 2017 Global Market Outlook. And the short story is that we’re not changing many of our views from our annual outlook.
The Trump agenda was an ambitious one. Senior investment strategist Paul Eitelman breaks down its progress piece by piece and shows the potential impact on markets and investors.
Although we’re just five months into 2017, I’ve focused on the notion of building a foundation in the new year, as well as looking to the future. It’s with these concepts in mind that I’ve approached my 2017 reading list and come up with a selection of books that encompasses economic fundamentals, modern international economics, and the art of market forecasting.
We all know that investing is inherently risky and that diversification is one way to help to manage risk. Most investors or advisors—who know just how important a diversified portfolio can be—would not go all fixed income, or all value stocks, or put all their money in a single company.
Russell Investments’ Chief Investment Strategist, Erik Ristuben explores the importance and power of mean reversion in this latest post.
When looking to help diversify a multi-asset portfolio, one of our experts presents the case for when and why an investor might consider senior loans.
Russell Investments’ Chief Investment Strategist, Erik Ristuben examines the impact on US equities of U.S President Trumps’ first 100 days in office.
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the Brexit drivers for the upcoming June 8 snap election as well as four key things for investors to watch as the mechanics of the UK leaving the EU get underway.
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the initial French presidential election results and gives his views on what to expect from eurozone markets in the days ahead.
Senior Quantitative Investment Strategy Analyst Kara Ng reviews key economic indicators in the U.S. and if a potential recession in the economy is still unlikely.
Managing Director, Investment Practice Adam Goff believes that an investment strategy, when dynamically managed, using cycle, value and sentiment as a way to examine opportunities, is more likely to help investors achieve their intended outcome.
Are you using the whole pension toolbox? See what large plan sponsors are up to in this latest blog post from Bob Collie.
Active AND passive. The case for both. Russell Investments Global CIO Jeff Hussey explains.
Key points from Russell Investments’ latest Global Market Outlook: See what their strategists believe is ahead for global markets in 2017.
Our global team of investment strategists warn that investor expectations have run ahead of market fundamentals in the global equity markets. They maintain a call for caution as inflated expectations for global growth and U.S. fiscal policy drive markets higher, despite looming global economic headwinds.
The value of the US dollar is a key player across global economies & markets. How is the value shifting and what might it mean for investors?
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom explores geopolitical risks through the three building blocks of our investment process: Cycle, Value and Sentiment.
Emerging Markets rebound after post-election "Trump slump," indicating that Trump’s economic policies may benefit some emerging markets countries and assets.
Russell Investments’ Chief Investment Strategist, Erik Ristuben explores global investing against 2017’s altered political backdrop.
Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.
Renewable energy is growing and offers potential opportunities for investors, but also challenges. Learn more about what investors may need to know.
Interest rates and the U.S. stock market have a complex relationship. Don’t be fooled by correlation statistics on the matter. Read more now.
The search for investment portfolio returns is not going to get any easier in 2017 against a backdrop of record U.S. equity prices, narrow credit spreads and low bond yields.
3 rules that may help your clients navigate the low-return environment.
The top five most read Russell Investments blog posts of 2016 cover a multi-asset approach to investing strategy during volatile times, understanding the potential impact of political events on markets and preparing for the DOL rule.
Did the Fed make the right call and what does it mean for 2017?
Multi-asset investment strategist Wouter Sturkenboom looks at the Italian referendum outcome and its potential impact on 2017 global markets for investors.
Despite speculation about the fate of the DOL fiduciary rule under the new Trump Administration, Russell Investments believes advisors should stick to their current implementation plans.
How might the coming DOL fiduciary rule impact advisors’ practices in the days to come?
From my office in London, when I look at the newest U.S. Department of Labor (DOL) fiduciary rule from across the Atlantic, it appears that the regulations shift what a U.S. advisor is required to deliver to end-investor clients, from suitable advice to best interests. And that shift—toward the interests of end investors—appears to be happening nearly everywhere in the world right now, as my colleague, Tim Noonan mentioned just a few weeks ago.
Despite its recent popularity, many still don’t understand the potential opportunities and risks of passive investing. One of our experts takes a look at the potential trap of buying high.
Introducing a four-part series on the growing, and welcome, changes in fiduciary responsibility for financial planners worldwide, starting with a look at the latest DOL rule.
Low interest rates should not affect whether a pension plan chooses to pursue an LDI strategy, but they may change how that strategy is implemented.
Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions - getting out and getting in. It’s hard to get one correct, let alone both.
Russell Investments’ Senior Portfolio Manager Rob Balkema discusses how our strategists’ latest global market outlook insights might be implemented in a multi-asset portfolio, with special focus on emerging markets.
Pension plan funded status remains stubbornly low due to low interest rates despite many other key plan metrics returning to pre-crisis levels. Could the 2008 financial crisis be to blame? Bob Collie investigates.
