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.

 

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Market Week in Review | Dynamic Date

Weekly market update on global investment news in a quick five-minute video format featuring some of our top investment professionals.

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Long-term Investing Report
RUSSELL INVESTMENTS/ASX
The 2018 Russell Investments/ASX Long Term Investing report flashes a caution to Australian investors who rely on a singular asset class to achieve their long-term investment goals.

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Downside management toolkit
WE ARE MULTI-ASSET
See how our multi-asset approach is designed to weather a market downturn.

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Market Insights

The good, the bad and the alternative

13/05/2019
With the current late cycle market environment, investors are becoming more and more interested in seeking returns from non-traditional assets. This article discusses where to find value in unlisted assets and how to avoid the tripwires.
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Confessions of a portfolio manager

13/05/2019
Lessons from the GFC, how to prepare for surprises, and what it’s like to be responsible for investing hundreds of millions of other people’s money.
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Market commentary: monthly update

10/05/2019
Here is a summary of investment markets for the month of April 2019
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Time to focus on China

11/04/2019
From trade wars with the U.S., to the widely publicised slowdown in gross domestic product (GDP) growth, China has rarely been out of the news in the past 18 months. Unfortunately, those taking the headlines at face value may be missing out on long-term opportunities available within this economic powerhouse.
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Market commentary: quarterly update

10/04/2019
Here’s a summary of investment markets for the three months ending 31 March 2019
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Multi-asset review Q1 2019

28/03/2019
Our multi-asset team, discusses Russell Investments' performance in the March quarter and the outlook for the remainder of 2019.
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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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