VISION

2019 Global Market Outlook – Q3 update
China syndrome

China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. yield curve and the downtrend in business confidence indicators keep us cautious at mid-year.

VISION

2019 Global Market Outlook – Q3 update
China syndrome

China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. yield curve and the downtrend in business confidence indicators keep us cautious at mid-year.

Features

Market Insights


Annual market update

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

21/01/2019
Here’s a summary of investment markets for the three months ending 31 December 2018
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Russell monthly update

6/12/2018
Here is a summary of investment markets for the month of November 2018.
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2019 Global Market Outlook: The late-late cycle show

5/12/2018
U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget standoff with the European Commission and Brexit imply that 2018’s volatility should continue into 2019. We believe that 2020 marks the danger zone for a U.S. recession, which gives equity markets some upside in the year ahead. However, late-cycle risks are rising—and monitoring these risks will be critical to avoid buying a dip that turns into a prolonged slide.
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Russell monthly update

13/11/2018
Here is a summary of investment markets for the month of October 2018.
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Q3 equity manager report: The froth has left the market

26/10/2018
Does the stock market still have gas left in the tank? We have summarised equity manager insights from our manager research team, region by region.
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Russell quarterly update

8/10/2018
Here’s a summary of investment markets for the three months ending 30 September 2018
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2018 Global Market Outlook – Q4 update: Maximum pressure

25/09/2018
The U.S. Federal Reserve (the Fed) is settling into a quarterly tightening routine that could see the federal funds rate rise above 3%. Even so, the upside for the U.S. dollar looks limited given its expensive valuation and crowded long positions. We believe a pause in the dollar uptrend should bring respite to beleaguered emerging markets.
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Russell monthly update

11/09/2018
Here is a summary of investment markets for the month of August 2018.
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Russell monthly update

13/08/2018
Here is a summary of investment markets for the month of July 2018.
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