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What role can private markets play in a total-portfolio strategy?
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.

Russell Investments’ Q2 2021 Equity Manager Report: Volatility providing opportunities for skilled managers
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.

FB Roundup: Daily Mail and General Trust, Ali Group, L Catterton
July 19, 2021

Founding Rothermere family mulls bid to take Daily Mail group private again, Ali Group merges with Welbilt after founder Luciano Berti dies aged 89, Arnault family’s L Catterton tipped to acquire Etro family business.

Founding Rothermere family mulls bid to take Daily Mail group private again

The British aristocratic billionaire Rothermere family could privately own the bestselling Daily Mail newspaper it founded after almost 90 years if the influential newspaper’s owner sells its insurance and financial assets.

What makes a successful MedTech investment?
July 14, 2021

The medical technology industry is enjoying record levels of M&A activity. Deloitte’s 2020 MedTech review identified a 24% increase in transactions in Western Europe, with strong focus on diagnostics, orthopaedics and data driven innovation.

The medical technology industry is enjoying record levels of M&A activity. Deloitte’s 2020 MedTech review identified a 24% increase in transactions in Western Europe, with strong focus on diagnostics, orthopaedics and data driven innovation.

For many investors the strong growth prospects, resilient valuations and defensive nature of healthcare investments make this a very attractive market. Evaluate MedTech calculates $6 billion of venture financing was invested in 2019 and 2020, slightly down from the 2017 high of $7.8 billion.

Russell Investments’ 2021 Global Market Outlook—Q3 update: The song remains the same
June 30, 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

The geopolitical implications of a changing climate
May 7, 2020

The valuation of financial assets is based on expectations of future returns—but what if the next half century is vastly different from the previous one? Environmental changes are affecting companies and countries in a number of ways. Investors need to understand the key environmental trends and grapple with the implications for geopolitics and markets.

The valuation of financial assets is based on expectations of future returns—but what if the next half century is vastly different from the previous one? Environmental changes are affecting companies and countries in a number of ways. Investors need to understand the key environmental trends and grapple with the implications for geopolitics and markets.

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