Multi-asset: U.S. recession risks and trade wars

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 as he discusses:
•Risks in traditional fixed income
•Opportunities in the wider fixed income market
•Strategy to navigate a difficult market

David Vickers, Senior Portfolio Manager at Russell Investments, discusses how the team are positioning the portfolios against the backdrop of global market uncertainty.

Key highlights:
• 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

In this video outlook, David Vickers, Senior Portfolio Manager of the Multi-Asset Growth Strategy range, reviews Q1 and outlines where he sees opportunities over the second quarter.

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

Watch our investment strategists discuss their outlook on global markets and economies: Recession risks, rate projections and growth forecasts for the months ahead.

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.