Russell Investments Insights

2017 Global Market Outlook

The Outlook highlights the most recent economic insights and market expectations from the firm's global team of investment strategists.

View our latest forecast

Features

Market Insights


Brexit heats up: 4 things to watch

26/04/2017
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the Brexit drivers for the upcoming June 8 snap election as well as four key things for investors to watch as the mechanics of the UK leaving the EU get underway.
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French presidential election: Macron and Le Pen run-off May 7

25/04/2017
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the initial French presidential election results and gives his views on what to expect from eurozone markets in the days ahead.
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Recession: Is it still unlikely in the U.S?

19/04/2017
Senior Quantitative Investment Strategy Analyst Kara Ng reviews key economic indicators in the U.S. and if a potential recession in the economy is still unlikely.
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Investment Strategy: The right mix of active AND passive?

17/04/2017
CIO Jeff Hussey believes that an investment strategy is more likely to help investors achieve their intended outcome when determining what the right mix of active AND passive might be depending on an investor’s risk profile.
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Term Deposits: Are reports of their death greatly exaggerated?

3/04/2017
As increasing regulation is implemented across the Australian banking sector ‘safe havens’ such as term deposits are starting to lose their luster
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Global markets forecast: Is the rally based on fake news?

30/03/2017
Global markets forecast for this quarter evaluates how the latest pause on U.S. markets growth and other factors are impacting Europe, Japan and emerging markets.
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Executive Summary

29/03/2017
Equities have rallied on better global growth and expectations for theTrump administration’s economic stimulus in the U.S. market. We worry that expectations are running ahead of reality.
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Currencies: U.S. dollar has limited upside

29/03/2017
Interest rates still give the U.S. dollar (USD) an advantage over other developed-market currencies, but the 25% appreciation predicted as a result of the so-called border tax is not in the cards.
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Asia-Pacific: power without glory

29/03/2017
Economies in the Asia-Pacific region are motoring on, with our expectation for full-year 2017 real GDP growth at just under 5%. That’s just a slight acceleration on 2016, as trade continues to improve and as business conditions firm. In our view, Asia-Pacific equity markets are fairly priced, while interest rates are facing upward pressures as global reflation returns.
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The eurozone: Reflation is winning

29/03/2017
Eurozone economic growth has been strong and its financial markets have started to rebound. In the broader context of continued monetary stimulus, we think it is becoming ever more certain that reflation is winning. When markets see the same, we expect the rebound will accelerate and the gap with strong fundamentals will close.
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