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Russell Investments

November 22, 2021

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

When our institutional clients want to talk with us about return-seeking strategies, the conversation most often turns to private markets. No surprise. An increasing amount of capital formation and access to growth and income opportunities occur in the private markets.

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.

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

September 7, 2021

Whatever your preferred word of choice is for describing a process that’s far from straightforward, environmental, social and governance (ESG) investing fits the bill. We don’t say this lightly, either, given that the bar for complexity around most investment matters is typically quite high. But when it comes to incorporating ESG factors into an investment process, the complexities involved can rise to a new level.

Whatever your preferred word of choice is for describing a process that’s far from straightforward, environmental, social and governance (ESG) investing fits the bill. We don’t say this lightly, either, given that the bar for complexity around most investment matters is typically quite high. But when it comes to incorporating ESG factors into an investment process, the complexities involved can rise to a new level.

August 17, 2021

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

The investment industry is now seeing an expansion in data-driven practices, with new ESG and climate datasets emerging and becoming mainstream. We explore what climate risk metrics are and how they are used today.

August 10, 2021

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

June 29, 2021

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

The global economic reopening remains on track as Covid-19 vaccination rates climb. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks. 

Key market themes

May 25, 2021

Interest and activity in private market secondary strategies have grown to new heights in recent years. Transaction volumes have set records, year after year. Since the onset of Covid-19, fundraising has also remained robust with larger and mega-funds helping to drive total capital closed in 2020 to more than the prior three years combined.

Interest and activity in private market secondary strategies have grown to new heights in recent years. Transaction volumes have set records, year after year. Since the onset of Covid-19, fundraising has also remained robust with larger and mega-funds helping to drive total capital closed in 2020 to more than the prior three years combined (1).

May 13, 2021

Providing loans to companies has historically been one of the main components of commercial banking activity and goes back hundreds of years. Today, private debt comes in many forms, but most commonly involves non-bank institutions making loans to private companies based on the cashflows generated by the respective business, or for the acquisition of a hard asset (eg, real estate) or acquiring existing loans on the secondary market.

Providing loans to companies has historically been one of the main components of commercial banking activity and goes back hundreds of years. Today, private debt comes in many forms, but most commonly involves non-bank institutions making loans to private companies based on cashflows generated by the respective business, or for the acquisition of a hard asset (eg, real estate) or acquiring existing loans on the secondary market.

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