Economic & Market Review

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

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:

  • Markets in review (slide 04)
  • Equity (slide 08)
  • Fixed income (slide 12)
  • Real assets (slide 15)
  • Global outlook (slide 17)
  • Taxes (slide 21)
  • Mid-term elections & markets (slide 23)
  • Staying invested (slide 24)

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 

Favorite slides of Mark Eibel, Director of Client Investment Strategies at Russell Investments

Currency moves influencing stock returns

Double trouble

Is the 60/40 portfolio dead?

Recovering from stock market losses

Return of volatility

U.S. economy enters tech recession

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:

  • Markets in review (slide 04)
  • Equities (slide 09)
  • Fixed income (slide 14)
  • Real Assets (slide 18)
  • Global outlook (slide 19)
  • Inflation (slide 22)
  • Taxes (slide 23)
  • Staying invested (slide 24)

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

Volatility presents opportunity

The road ahead looks bumpy

Headlines have consumers feeling down

Changing expectations influences rates

Muni bond outlook

Risk return enhancements of real assets

First 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)
  • Equities (slide 07)
  • Fixed income (slide 11)
  • Global outlook (slide 13)
  • Taxes (slide 19)
  • Stay invested (slide 20)

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

History of moving through global conflicts

Taxes can have significant impact on outcomes

Yield curve flattens as short- and intermediate-term rates rise

Diversification not rewarded

Recovering from stock market losses

Fourth Quarter 2021

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)
  • Equities (slide 09)
  • Fixed income (slide 16)
  • Real assets (slide 20)
  • Global outlook (slide 21)
  • Taxes (slide 24)
  • Stay invested (slide 28)

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

Capital gain distributions in context

Capital gains reducing returns in 2021

The case for equity diversification

Inflation, corporate profits and pricing power

Growth stocks won again in 2021, or did they?

Historically it has paid to own stocks