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  • Then and now: Dramatic US economic shifts

    Blog | Then and now: Dramatic US economic shifts

    Service sectors now outweigh manufacturing sectors by about three to one.  What more can the Russell 3000 tell us about economic change?

  • Three risks to the “Powell Put” feel-good moment

    Blog | Three risks to the “Powell Put” feel-good moment

    Risk appetite has been swinging from concern about slowing global growth and profits to optimism that aggressive Fed easing was just around the corner. Optimism appears to have won the day, at least for now. Hints last week of the Fed’s readiness to cut rates sparked a global equity rally, with US stocks notching new highs.

  • Blog | US equities reach new highs despite persistent global economic angst

    Global equity markets rose in April as easier global financial conditions, signs that China’s slowdown may be bottoming, and better-than-expected US economic data and first-quarter earnings helped buoy risk appetite. However, uncertainty persists over the status of the global economy.

  • Blog | US equity markets hit all-time high as Russell Recon nears

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that total US equity market capitalization reached approximately $31.7 trillion at this year’s Russell Reconstitution May 10 rank day, up 3% from $30.7 trillion total market cap last year.

  • Blog | US-China standoff catches US economy at low ebb

    The pickup in headline first-quarter US GDP growth sent out false signals about the underlying health of the US economy, as a closer analysis reveals. And the recent flare-up in US-China trade tensions isn’t helping.

  • What have you done with my small cap premium?

    Blog | What have you done with my small cap premium?

    Academic research has demonstrated the existence of what is known as the “size” or “small-cap” premium beginning over 30 years ago. Today many investors take it as given that small stocks will outperform large stocks based on this foundational principle of finance. It is a rational expectation, since small stocks are demonstrably more risky than larger stocks, so they should provide investors with additional compensation for bearing this risk in the form of extra return.

  • What we mean by emerging?

    Blog | What we mean by emerging?

    “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.

  • What’s on tap for the “Goldilocks” US equity market in the second half?

    Blog | What’s on tap for the “Goldilocks” US equity market in the second half?

    As we enter the second half of 2019, Goldilocks continues to walk a tightrope as US investors balance the potential benefits of Fed easing with continued weak global leading economic indicators, lingering trade jitters and elevated valuations, says Alec Young, FTSE Russell managing director of global markets research.

  • Blog | Why pension schemes can lead on climate change; Mersey’s long horizon

    The long-term investment timeframe that pension schemes take poses enormous challenges but can also lead to innovative investment approaches to difficult issues. In this guest Q&A, Owen Thorne, portfolio manager, monitoring & responsible investment at the Merseyside Pension Fund (MPF) explains how the Fund approached the climate change challenge.

  • ‘Gen Z’ comes to Russell 1000 Index as Russell Rebalance near

    Blog | ‘Gen Z’ comes to Russell 1000 Index as Russell Rebalance near

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that recent IPOs Uber (UBER), Lyft (LYFT) and direct listing Spotify (SPOT) are among a list of notable new market entrants expected to directly enter the US large-cap Russell 1000® Index at this year’s Russell US Indexes Reconstitution.

  • building blocks for the low carbon economy

    Building blocks for the low carbon economy: Managing climate risk in real estate investing

    Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. This paper focuses on listed real estate, which has historically lacked appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

  • capturing the chinese a shares and h shares anomaly

    Capturing the Chinese A-shares and H-shares Anomaly

    The behavior of the price differential between A-shares and H-shares of dual-listed companies will be studied in this article for the sample period from 2006- 2017.

  • clear path analysis report

    Clear Path Analysis Report: Sustainable smart beta investing for institutional investors

    Recently, a major shift has been observed among asset owners who once took a “tokenistic” approach toward environmental, social and governance and are now looking to integrate it into core investment strategies.

  • Did you know that sustainable investment AUM has now reached US$31 Trillion?

    Did you know that sustainable investment AUM has now reached US$31 Trillion?

    New Global Sustainable Investment Alliance report says global sustainable investment AUM has reached new heights with US$31 trillion in assets identified as having some form of ESG approach applied to them. This dynamic graphic made for desktop and devices, gives a short history of sustainable investment innovation. Journeying from 2001 (early days of SI) to 2018 (ESG integration becomes the norm), we look at innovations in three categories:  FTSE Russell product development ...

  • Dynamic evolution in low carbon investing

    Dynamic evolution in low carbon investing

    As efforts to reduce greenhouse gas emissions gather pace, the industrial foundations of society are facing a transformation. From the light bulb to the car, from everyday materials like plastics to cement, even our diets will have to adapt in profound ways to make the low carbon economy a reality and to avoid the worst impacts of global climate change.

  • embracing china

    Embracing China’s economic shift through the Total China Concept

    Until recently, international investors’ access to the stocks of Chinese companies has been limited to equities listed in Hong Kong or overseas. This paper summarizes the history of China’s equity market and explains the differences between the many share classes available, helping investors understand how to gain comprehensive exposure to China’s equity markets via the total China concept.

  • ftse ipe february 2018 screenshot

    Evolving investment landscape offers index providers opportunity to shine

    The markets are undergoing a period of profound change. Continued economic globalisation, rising geopolitical tensions, tightening central bank policies and new technologies are combining with changing market structures and regulatory shifts to create a very dynamic landscape.

  • evolving investment landscape offers index providers opportunity to shine

    Evolving investment landscape offers index providers opportunity to shine

    Mark Makepeace, Group Director, Information Services Division & CEO, FTSE Russell, provides insight on how the markets are undergoing a period of profound change.

  • Factor behavior through the cycle – FTSE Dynamic Single and Multifactor Index Series

    Factor behavior through the cycle

    Factors have become an influential force in investors’ decision-making processes, buttressed by a growing body of academic and financial industry research that has affirmed the effectiveness of factors in driving risk and returns.

  • Factor behavior through the cycle - Lessons from the Russell 1000 Index

    Factor behavior through the cycle - Lessons from the Russell 1000 Index

    Factors have become an influential force in investors’ decision-making processes, buttressed by a growing body of academic and financial industry research that has affirmed the effectiveness of factors in driving risk and returns. But to get the most value from factor investing strategies, investors should first gain a more comprehensive understanding of how and why factors behave the way they do.

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London
EC4M 7LS
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Company website:
https://ftserussell.com

What’s new

  • managing market volatility

    Managing Market Volatility

    White papersFri, 23 Aug 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

    A focus on funded status volatility of corporate DB plans

    White papersFri, 23 Aug 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.

  • study finds value factor applies to fixed income too

    Blog | Study finds value factor applies to fixed income too

    White papersThu, 22 Aug 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.

  • whats holding back small caps

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

    White papersWed, 21 Aug 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?

  • not all yield curve inversions are created equal

    Blog | Not all yield-curve inversions are created equal

    White papersTue, 20 Aug 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.

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