Fixed Income investors find themselves in a conundrum: investing in government bond yields implies a fear of recession, whilst turning to credit spreads suggests an expectation of growth. How do you navigate this potential collision course?
Join Adam Smears, Head of Fixed Income Research at Russell Investments, during a live webcast to hear how he uses this situation to his advantage when managing his portfolio. Adam will cover:
• Current fixed income investor sentiment
• Possible scenarios and outcomes
• How the Russell Investments Unconstrained Bond Fund is positioned to generate positive returns in any market.
David Vickers, Senior Portfolio Manager at Russell Investments, discusses how the team are positioning the portfolios against the backdrop of global market uncertainty.
• U.S. recession risks: What are the signs indicating this is on the horizon?
• Trade wars: Is the current situation the same/better/worse than foreseen earlier this year?
• Portfolios: A brief update on current positioning and outlook
Join Martin Kessler, Multi Asset Growth Portfolio Manager at Russell Investments to learn more about how the team are positioning the portfolios against the backdrop of global market uncertainty.
Martin will cover:
•10 years into an economic cycle – how extended can it be?
•Valuations: Where do they stand today?
•Events to look forward to in 2019
•The trade deal and does EM market rally have sustainability
•Portfolios: Update and outlook
Adam Smears Head of Fixed Income Research and lead portfolio manager of the Russell Investments Unconstrained Fixed Income Funds globally, discusses the advantages of an unconstrained fixed income strategy in 2019.
Adam Smears Head of Fixed Income Research and lead portfolio manager
of the Russell Investments Unconstrained Fixed Income Funds globally, discusses the four key challenges surrounding Fixed Income in 2019.
With Brexit looming, trade wars dominating headlines and the volatility seen in 2018 showing no signs of abating, what should multi asset investors be focussing on in the new year?
Join David Vickers, Senior Portfolio Manager at Russell Investments for an update on the multi-asset growth funds. David will cover 2018 performance, the impact of currency weakness, and his views on the outlook for 2019.