Economic & Market Review

Create context for clients about what drives the economy and markets with perspectives from Russell Investments.

Fourth Quarter 2022

We wanted to highlight several key points within this review we think you will find both timely and insightful:

Key insights and highlights from this review:

  • Markets in review (slide 04)
  • Fixed income (slide 07)
  • Infrastructure (slide 08)
  • Global outlook (slide 09)
  • The case for diversification (slide 11)

Quarterly Economic and Market Review

Client Ready PDF
Create context for your clients when discussing portfolio performance in light of recent market events with this popular piece.

 

Supplemental Videos

Federal reserve hiking cycles
 

U.S. dollar strength reverses in Q4
 

 

Higher rates, inverted curve

 

 

Historically difficult year for diversified portfolios

 

Infrastructure historically more resilient in market pullbacks
 

 

U.S. economy returns to growth in Q3

 

 

Market returns during a recession and beyond
 

 

Today's headline risks point to uncertainty
 

 

U.S stocks struggled in 2022
 

Third Quarter 2022

We wanted to highlight several key points within this review we think you will find both timely and insightful:

Key insights and highlights from this review:

  • Global outlook (slide 06)
  • Infrastructure (slide 07)
  • Cycle, Value, Sentiment heat map (slide 08)
  • Canadian dollar overview (slide 09)

Quarterly Economic and Market Review

Client Ready PDF
Create context for your clients when discussing portfolio performance in light of recent market events with this popular piece.

 

Supplemental Videos

Return of volatility

Return from stock market losses

 

U.S. economy enters technical recession

 

Is the 60/40 portfolio dead?

 

Global inflation remains elevated

 

Infrastructure remains resilient

Second Quarter 2022

We wanted to highlight several key points within this review we think you will find both timely and insightful:

Key insights and highlights from this review:

  • Fixed income (slide 06)
  • Real Assets (slide 07)
  • Global outlook (slide 08)
  • Inflation (slide 09)
  • Housing fundamentals (slide 10)
  • Cycle, Value, Sentiment heat map (slide 11)

Quarterly Economic and Market Review

Client Ready PDF
Create context for your clients when discussing portfolio performance in light of recent market events with this popular piece.