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market insights

Private credit: Is now the time to invest?

November 28, 2022

Private market vehicles can generate premium returns over publicly traded markets with lower volatility in large part because they take away the investors’ ability to precisely time when the money comes in and out, says Keith Brakebill of Russell Investments.

How to avoid behavioural bias in your investment portfolio

September 6, 2022

You might not realise the impact that behavioural biases in investment decision making can have. But understanding behavioural finance can help in avoiding losses over the long term says Russell Investments.

You might not realise the impact that behavioural biases in investment decision making can have. But understanding behavioural finance can help in avoiding losses over the long term.

Russell Investments’ 2022 Global Market Outlook – Q3 update: Fear of the known

June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

Russell Investments’ 2022 Global Market Outlook – Q2 update: Dented, not derailed

April 4, 2022

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.

Key market themes

Jaume Sabater on real estate strategy and evolving the family office

December 3, 2021

Family entrepreneur Jaume Sabater is capitalising on the real estate, technological and lifestyle trends accelerated by the pandemic by investing in green residential property developments, revitalising tourist hotels and exploring blockchain opportunities.

The changing face of growth equity in Europe

December 2, 2021

Growth equity is focused on the space between venture capital and traditional private equity. Investments are made often as a large minority stake into companies at earlier stages with proven product/market fit, that are unprofitable or structurally profitable.

Not all inflationistas wear flares: Why the new inflationary era won’t be like the 1970s

December 1, 2021

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Overlay the bottom chart below and you would be forgiven for believing that we are now on the same trajectory as we were 50 years ago. There are parallels but to assume the economy will meet the same inflationary fate would be a grave mistake for investors.

Investing in big oil: Going ‘beyond petroleum’

October 27, 2021

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

If you add up all of the listed oil majors (BP, Royal Dutch Shell, ExxonMobil, Chevron etc) you get a market cap less than 40% of Apple’s $2.5 trillion (1). It looks decidedly like a one way track, reflecting an irreversible change to investor sentiment, indicative of a future no longer powered by fossil fuels.

Keeping it in the family: Why proactive succession is on the rise

October 21, 2021

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

Warring siblings, hidden secrets and ulterior motives make for great television, but an undoubtedly difficult situation for fictional media tycoon Logan Roy, played by Brian Cox, to deal with.

Russell Investments’ 2021 Global Market Outlook—Q4 update: Growing pains

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes