Is the Money Safe?
Eric Ristuben explains why Russell Investments believe regulators have made the necessary moves to keep issues in the global banking system idiosyncratic, rather than systemic.
Read More
Will Australian Housing Drag Us into a Recession?
Alex Cousley explains why, despite expecting a significant slowing in the local economy throughout 2023, Russell Investments does not believe it will lead to a recession in Australia.
Read MoreRussia-Ukraine One Year on: Contained but not over
Andrew Pease from Russell Investments looks at the Russia-Ukraine situation one year on – including the role of geopolitical relations in the outcome and some investment implications.
Read MoreFixed income in 2023: Is a renaissance coming?
It is premature to think it is smooth sailing ahead but as you position your investments for the year, consider reinstating fixed income as a stabilizer in your portfolio.
Read MoreHow to Avoid Behavioural Bias in Your Investment Portfolio
The irrational decisions we make – often the result of an inbuilt human bias – are unconscious errors in our thinking that can influence everything from our pantry to our portfolio.
Read MorePortfolio Construction in the Age of Uncertainty
Russell Investments’ Alain Zeitouni explains why being invested in a well-diversified portfolio makes you more likely to achieve your long-term objective with limited stress.
Read MoreWhy Does My Green Fund Look Dirty?
When it comes to ESG Funds, there are many shades of green. Kathleen Beaumont from Russell Investments explains how her firm goes about choosing truly sustainable products.
Read MoreTime for Dividend Stocks to Shine?
Global equities have started 2022 with a very different backdrop compared to the previous few years, as the magnitude and speed of interest rate hikes is digested by markets.
Read MoreThe Persistence of Transient Inflation
In this latest Russell Investments Q4 2021 Fixed Income Survey, 53 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.
Read MoreAre US Housing Prices Unsustainable?
Is the red-hot U.S. housing market starting to lose some of its sizzle? Or is the meteoric rise in housing costs here to stay? Shailesh Kshatriya from Russell Investments digs deeper.
Read MoreIs the SPAC Party Over?
Is the SPAC (special purpose acquisition companies) market dead? Should investors flee the space or is it a good time to buy in? Cameron McVie from Russell Investments gives us his thoughts.
Read MoreClimate Change Risk Metrics: The rising tide
The industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. Russell Investments explore what climate risk metrics are and how they are used today.
Read MoreWhat is Driving the Demand for Fixed Income ETFs?
The popularity of ETFs with investors continues to grow. Of late, this has especially been the case for Australian Fixed Income ETFs, as investors look to position portfolios more defensively.
Read MoreChina-U.S. Tensions: Same-same, but Different?
Russell Investments’ Alexander Cousley runs us through the state of US-China relations as they currently stand and how the change of president may affect things from here.
Read MoreBuilding a More AGILE Advice Business
If there was one thing we have learned from 2020, we can change our habits and behaviours more than we previously believed. Bronwyn Yates from Russell Investments explains how.
Read MoreGreenwashing and Tips to Identify Suitable ESG Products
There has been a marked increase in the demand for Environmental, Social and Governance (ESG) /Sustainable style products and this trend looks set to continue, says Russell Investments’ James Harwood.
Read MoreThe First 100 Days: What could the Biden administration accomplish?
When it comes to what the likely agenda of the new administration of U.S. President Joe Biden will be in the first 100 days, the most relevant question may be this: Of all the things the administration wants to accomplish, which ones will it actually be able to deliver on?
Read MoreRebounding with the RBA on hold
The recovery in Australia is underway and should continue next year – households have a lot of savings that they can start to draw on as confidence increases. The level of household debt remains a risk, but with interest rates at such low levels, this shouldn’t impede the recovery too much.
Read MoreFrom Seat counts to cycle
After four days of counting, the United States have a new President-elect in Joe Biden. However, it doesn’t look like the Democrats will be able to take control of the Senate, and so the market is preparing for a gridlock scenario.
Read MoreIn Challenging Times, Financial Advisers Still Deliver Value Of 5.2% p.a. Or More To Their Clients
Russell Investments 2020 Value of an Adviser Report highlights the role advisers play in providing support, discipline and connection to clients during COVID-19
Read MoreDividends In Australian Shares – Is The Covid Lockdown Lifting?
Alongside the thematic that earnings were better than feared, Andrew Zenonos from Russell Investments believes that the outlook for dividends has potentially seen a bottom – at least for now.
Read MoreESG Investing – Latest Fad Or Here To Stay?
How true to label are ESG investment products and what ‘shade of green’ are they? Russell Investments provides ShareCafe readers with a broad overview of what ESG investing is all about, how it has evolved and offer some guidance on how to navigate the current market.
Read MoreA Look At Dividends In The Current Market Environment
As the outlook for earnings has significantly deteriorated and companies conservatively manage balance sheets, the outlook for dividends has been materially impacted. Since the middle of February, over 30% of companies in the ASX200 have deferred, cancelled, suspended, or revised dividends.
Read MoreGood News Vs. Bad News: The Tug-Of-War Facing Markets Over The Next Month
Economic data across the world is likely to remain grim over the next several weeks, with the potential for more positive news surrounding the slowing spread of the coronavirus.
Read MoreInvesting For Income In The Current Decade
Analysts at Russell Investments take a closer look at the current investment landscape and offer a simple solution for investors looking for yield.
Read MoreWill China’s Growth Rebound This Year?
The COVID-19 outbreak has put the brakes on Chinese growth in the short-term. Three key data points bear watching for signs of a rebound.
Read MoreThe Coronavirus Market Selloff: 3 Watchpoints For Markets
If there’s anything of a silver lining to the dent in global GDP (gross domestic product) the virus is expected to cause, it’s that history suggests that, if/when this virus is ultimately contained, we should expect to see a rapid normalization in economic growth rates and corporate fundamentals.
Read MoreLow Carbon Investing Without Compromising Returns
Investing in RARI will not impact climate change, but it will provide investors with a diversified portfolio of Australian shares with materially lower exposure to the risks from carbon emissions and reserves.
Read MoreRussell Investments High Dividend Australian Shares ETF (RDV) – Finding Consistent Dividends Through Reporting Season
Reporting season for Australian companies is around the corner and following that is the reconstitution of RDV’s holdings. RDV’s underlying index is reconstituted twice a year in March and September. This timeline allows consensus forecasts (which feed into the underlying methodology) to be updated after companies report on earnings in February (half-year) and August (full-year).
Read More
