Andrew Pease

Andrew Pease | Russell Investments

2020 Global Market Outlook – Q2 update

March 2020
The COVID-19 virus has stalled the mini-cycle rebound and made a global recession likely. While the duration of the virus pandemic is unpredictable, policy stimulus, pent-up demand and a lack of major imbalances argue for a solid upswing when the virus threat clears.

2020 Global Market Outlook

December 2019
Signs point to a mini-cycle recovery in 2020, with central bank easing in particular helping to stave off short-term recession fears.

2019 Global Market Outlook - Q4 Update

September 2019
The uncertainties surrounding the China/U.S. trade talks, and to a lesser extent Brexit, dominate the outlook. While these unpredictable negotiations elevate the risks, we see reasons why a recession might be avoided, and the cycle extended for a couple more years.
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