Archive

Author Archive for Andrew Pease


2018 Global Market Outlook – Q3 Update

Do increasing political risks pose to a threat to global economic growth? See what our strategists’ views are for the third quarter of 2018 and beyond. View the full report.   Be alert: Trade-war and U.S. recession   The two key global market trends of early 2018 – U.S. growth leadership and the U.S. dollar

Should I stay or should I go?

A strong start for markets in January was quickly replaced by uncertainty and volatility, which continue to this day. How might the rest of the year play out? Today Andrew Pease, Global Head of Investment Strategy, looks back over the year so far and discusses the January effect.   “So goes January, so goes the

Q2 Global Market Outlook – Shifting winds?

Is change in the wind for global investment markets and economies? See what our strategists’ views are for the second quarter of 2018 and beyond.   As we move deeper into the year, we see the potential for a change in the direction of the prevailing wind across global markets and economies. Why? Big U.S.

2018 Global Market Outlook: Running with the bulls

Will the global growth momentum of 2017 carry over into next year? Is there a risk of a pullback in the short term? See what our strategists’ views on global investment markets and economies are for the year ahead.   Could 2018 be a year of two halves?   As 2017 winds down, we see

Is a recession on the horizon?

In the first of our series showcasing the best of Russell Investments’ Annual Investment Summit, Andrew Pease presents his three potential market scenarios.   Wall of worry or slope of hope?   For the past year it feels that we’ve been climbing the wall of worry. Markets have had to overcome the Trump election; the

2017 Global Market Outlook Q4

It’s time for the final installment of our 2017 global market outlook: our forecast for the fourth quarter of the year. See our strategists’ views on global investment markets and economies. This quarter, they’ve looked specifically at momentum versus asymmetry.     A supportive environment   Since our Q3 update, equity markets have drifted higher,

Oct 3, 2017 Categories: Investment, Market Updates, Markets
Global Market Outlook 2017 Q3

Q3 Global Market Outlook: Late-cycle lean out

What’s next for 2017? Russell Investments’ team of strategists provide their mid-year update and global market outlook for the third quarter.   Bond investors are from Mars and equity investors are from Venus   Bond investors are from Mars and equity investors are from Venus, or at least that’s what their current behaviour suggests. The

Global markets forecast: Is the rally based on fake news?

Our team of strategists continually assesses economic data and quantitative modelling when researching what we expect for global markets in the coming quarter and beyond. Let me recap our topline insights from the latest Global Market Outlook – Q2 Update: Undue pessimism about global growth has given way to excessive optimism. Equity markets are overbought

Mar 30, 2017 Categories: Markets

Brexit is so passé, what’s the next unexpected event?

After the initial shock of Brexit, the overall impact has been more favourable than feared. Survey data on consumer products and producer confidence as well as the housing sector have partly rebounded after steep initial drops. Financial markets too have recovered quickly and riskier assets have not been overly penalised. Indeed, Brexiteers can already be

Oct 4, 2016 Categories: Markets

Global market outlook: lacklustre

You would have seen a lot of initial reactions to Brexit, for example, “Where to now that we have a Brexit vote?” What impact does news such as this have on our global market outlook? You can read our full outlook here, but see a summary below. Here’s a word that’s not very inspiring: Lacklustre.

Jul 6, 2016 Categories: Markets

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