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  • Why climate change also matters for government bond investing download

    White papers 21 October 2019

    Henry Odogwu, Head of the asset owner group Europe at FTSE Russell discusses how European asset owners are looking to extend environmental, governance and social (ESG) considerations beyond equity into fixed income...

  • Blog | Rock bottom interest rates boost real estate weblink

    White papers 10 October 2019

    Since the start of 2018, we have noticed remarkable outperformance of real estate equities. In the last 18 months, the FTSE EPRA Nareit Developed Index has outperformed the aggregate equity index, the FTSE Developed Index, by around 15%...

  • Investing in Listed Real Estate download

    White papers 10 October 2019

    Real estate is a popular asset class. One of the ways to get exposure to it is via listed real estate companies. In this report FTSE Russell looks at practical considerations of investing in listed real estate:...

  • Equity and Fixed Income Country Classification 2019: The headlines weblink

    White papers 1 October 2019

    We have just announced the results of the annual Country Classification Review for countries monitored by its global equity and fixed income indexes. Our approach to country classification is informed by feedback from a broad set of market participants and provides investors with a framework for evaluating and investing across asset classes in global equities and fixed income markets.

  • Blog | Falling too far? What sets fallen angels apart weblink

    White papers 27 September 2019

    When US investment grade bonds are downgraded and cross the ratings threshold into high yield territory, they join the sector known as “fallen angels.” And while they’re technically categorized as high yield (HY) bonds, it’s important to note that fallen angels were initially issued as investment grade (IG) credits. This is why they tend to have distinct characteristics that set them apart from the rest of the US HY bond market.

  • Blog | Measuring the benefits of including small caps & REITs in Mexican equity portfolios weblink

    White papers 26 September 2019

    The addition of small-caps and real estate investments trusts, or REITs, to Mexican equity portfolios can help improve diversification for investors.

  • Blog | Innovative China A share stocks have soared in 2019. Why?

    White papers 23 September 2019

    Created in 2009 by the Shenzhen Stock Exchange, the ChiNext Board has been referred to as “China’s Nasdaq” for the innovative and growth-oriented Chinese firms it has attracted over the last decade. And this growth potential has been recognized in 2019, as reflected by a nearly 37% (CNY) year-to-date return for the FTSE China A Innovative Enterprises Index*.

  • Blog | PRI: Five things we learned weblink

    White papers 20 September 2019

    The September PRI in Person event in Paris was huge on a number of levels. In his most recent blog David Harris, group head of sustainable business at FTSE Russell, gives his five key take-aways.

  • Blog | Interdependence Day - Considering new responses to issues around environment, development and globalisation. weblink

    White papers 9 September 2019

    In recent scientific research, it is suggested that the Anthropocene era – the first era in which human activity has been the dominant factor in shaping the environment on Earth – has initiated the sixth species mass extinction. Unsurprisingly, climate change is cited as the “biggest single threat to the economy” by many, including Henry Paulson, the former chairman of the Federal Reserve.

  • Blog | Climate change strategies: Beware obsolescence weblink

    White papers 6 September 2019

    Climate change is now central to politics and public discourse. But a surprising number of investors continue to take a business-as-usual approach to investing, presenting a blind spot that can put portfolios at risk. Those who are looking at the issue often find the debate framed around the risks of exposure to carbon-intensive industries, while the downside of missing out on the green success stories of the future are less discussed.

  • Blog | The future of index data: Having it your way weblink

    White papers 23 August 2019

    I believe the famous Burger King ad slogan, “Have it Your Way,” is very well understood across all consumer cultures because it so precisely expresses the experience all customers—regardless of the industry—desire. This standard for client experience has even crept into areas in market data once considered so complex that providers were limited in their ability to customise products and services to clients’ needs. First, consider how market data can be packaged.

  • Managing Market Volatility download

    White papers 23 August 2019

    Interested in understanding the state of volatility in the current market? This comprehensive package from Clear Path Analysis and FTSE Russell covers all the important focal points with top industry thought leaders including two robust roundtable debates, a white paper and an interview...

  • A focus on funded status volatility of corporate DB plans download

    White papers 23 August 2019

    Year after year, corporate DB plan sponsor surveys show controlling funded status volatility (surplus risk) as the top priority for their organizations. When liabilities grow faster than plan assets, additional cash contributions are required. At the same time, pension assets and liabilities have become prominent parts of company financial statements that investors use to evaluate company health.

  • Blog | Study finds value factor applies to fixed income too weblink

    White papers 22 August 2019

    The value effect refers to the tendency of stocks with lower valuation ratios to earn above average returns over the long run. This effect—also referred to as the “value premium”—is one of the most well studied and evidenced market factors in equities. However, when it comes to fixed income, there hasn’t been a widely accepted definition of the value factor.

  • Blog | Index IDEA: What's holding back small caps? weblink

    White papers 21 August 2019

    While US small-cap stocks have had decent returns in 2019, they still lag US large caps, with a total return of 11.7% for the Russell 2000 Index relative to a 17% total return for the Russell 1000 Index.* So, what’s holding back US small caps and is it time to give the asset class a second look?

  • Blog | Not all yield-curve inversions are created equal weblink

    White papers 20 August 2019

    The inversion of a widely watched part of the US Treasury yield curve last week has rattled markets already nervous about slowing global growth. Such events warrant attention given their recession-predicting history. But the macro and monetary forces driving the recent inversion differ starkly from those in 2006, the first of such inversions preceding the last recession.

  • Blog | Corporates seek tools to reduce pension plan risk weblink

    White papers 2 August 2019

    Global market volatility and low interest rates have greatly impacted the funded status of corporate defined benefit plans over the past decade. Particularly in the last year, wide swings in equity markets have become less predictable, making funded status volatility a greater cause for concern.

  • Blog | What we mean by emerging? weblink

    White papers 1 August 2019

    “It’s the economy, stupid” was a message posted onto the wall of a US presidential candidate’s war room in the early 1990s. The intention was to remind campaigners that the key message and battleground was economic wellbeing of the electorate.

  • Low Vol and Quality streets ahead as factor analysis reveals caution in market rally weblink

    White papers 30 July 2019

    Quality and Low Volatility were the strongest performers in Q2, according to our latest Regional Factor Indicator Report, illustrating that, even as equity markets moved higher, global growth worries tempered risk appetite. While Quality and Low Volatility – essentially defensive factors – performed well, Value and Size (smaller cap) fared worst in almost every market.

  • FTSE Russell China Bond Research Report Q2 2019 download

    White papers 29 July 2019

    A quarterly report by FTSE Russell that provides insights into the China bond market, including performance of the FTSE Russell China Bond Indexes.

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