VISION

2019 Global Market Outlook:
The late-late cycle show

U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy and Brexit imply 2018’s volatility should continue into 2019. Our models indicate the U.S. recession danger zone is 2020, which gives equity markets some upside. But late-cycle risks are rising.

 

Features

Market Insights


The Fed could still hike rates again this year. Here's why.

21/03/2019
As expected, the U.S. Federal Reserve (the Fed) left interest rates unchanged at the conclusion of today’s policy meeting, once again emphasizing a patient approach to monetary policy in the months ahead.
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Market commentary: monthly update

7/03/2019
Here is a summary of investment markets for the month of February 2019.
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Not so great expectations: Will market struggles continue this year?

13/02/2019
After a strong January, volatility has returned in time for February. Is there a way forward for markets this year?
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Market commentary: monthly update

12/02/2019
Here is a summary of investment markets for the month of January 2019.
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4 potential outcomes for Brexit: Probabilities and market impact

9/02/2019
We see four main ways the Brexit saga could play out. Here are the potential market impacts of each one.
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Multi-asset review Q4 2018

31/01/2019
Andrew Sneddon, Managing Director – Multi-Asset Solutions, discusses Russell Investments' performance in the December quarter and the outlook for the remainder of 2019.
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January FOMC meeting: A pause, but (probably) not the end of the tightening cycle

31/01/2019
The Fed announced a pause in interest-rate increases today, stressing it will wait and see how the economy fares as the year unfolds before weighing future rate adjustments.
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ENGAGE - Enhance your client service offering

30/01/2019

The relationship between an adviser and their client requires an in-depth understanding of an individual’s entire personal and financial situation to help ensure you get it right.

It also takes time and knowledge. Being efficient with your time and having access to the right insights and expertise is critical in ensuring you and your clients reach their desired outcomes.

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Sustainability pillar #4: Building a robust operational model

29/01/2019
Sustainability pillars 1, 2 & 3 have focused on the importance of having a manageable number of clients, enterprise risk and delivering client satisfaction. This pillar focuses on building a robust operational model.
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Annual market update

29/01/2019
Here is a summary of investment markets for the year to 31 December 2018.
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