Economic & Market Review

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

Second Quarter 2023

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 07)
  • Real Assets (slide 13)
  • Fixed income (slide 14)
  • Global outlook (slide 17)
  • Inflation (slide 19)
  • Taxes (slide 21)
  • Staying invested (slide 23)

Quarterly Economic and Market Review | Client-ready PDF

 

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 2023

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 12)
  • Global outlook (slide 16)
  • Inflation (slide 19)
  • Taxes (slide 21)
  • Real assets (slide 23)
  • Stay invested (slide 24)

Quarterly Economic and Market Review | Client-ready PDF

 

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)
  • Equity (slide 10)
  • Fixed income (slide 16)
  • Global outlook (slide 20)
  • Taxes (slide 24)
  • Staying invested (slide 28)

Quarterly Economic and Market Review | Client-ready PDF

 

Supplemental Videos 

Market returns during a recession and beyond
 

Capital gains making 2022 even more difficult
 

Recent capital gains landscape
 
 

Today's headline risks point to uncertainty
 

Historically difficult year for diversified portfolios
 

U.S. stocks struggled in 2022
 
 

U.S. dollar strength reverses in Q4, but still up in 2022
 

Federal reserve hiking cycles
 
 

U.S. economy returns to growth in Q3
 

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

 

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