Archive

Author Archive for Andrew Pease


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

Investment strategy – lessons from the chess Grandmasters

On May 11th 1997, chess genius Garry Kasparov had a bad day. His defeat by IBM’s Deep Blue computer programme was the first time that a reigning world champion had lost to artificial intelligence, and was widely seen as the watershed moment when man became an also-ran in the evolutionary race with machines. But what

May 26, 2016 Categories: Investment, Investment Strategy, Markets

Investment outlook update: market volatility is here to stay – Q2 update

As investors know, global markets got off to a rough start in 2016. By mid-February global developed equities had lost nearly 20% from their 2015 peak1 . They rebounded by around 10% mid-March, but we expect volatility to be a headline throughout 2016. This volatility will continue to be driven by China fears, U.S. Federal

Apr 4, 2016 Categories: Markets

2016 Global market outlook: A tussle between bulls and bears?

Russell Investments 2016 Market Outlook report and video are now available. Click here to view. As we start 2016, it appears both those who are bullish or bearish on the world’s economies have something to say in their favour. A bullish scenario would see better-than-expected business news led by strength in the U.S. economy and

Jan 7, 2016 Categories: Markets

Global economic forecast: An inflection point, not a turning point

Investors have had a lot to digest in recent months: The U.S. Federal Reserve’s “will they/won’t they” dance with raising interest rates (they didn’t, as my colleague noted last week on the blog); wild stock gyrations in China; and tumult in U.S. equities. But what’s the big picture? Our soon-to-be released Global Market Outlook –

Sep 25, 2015 Categories: Markets

Global economic outlook involves more than Fed news

So, the U.S. Federal Reserve has finally lost “patience.” That was the story March 18, when the Fed dropped longstanding wording about raising interest rates, opening the door for a rate hike as early as June. It was some of the biggest economic news in weeks, triggering a knee-jerk surge for U.S. stocks as investors

Apr 10, 2015 Categories: Markets

Will 2015 remain a central banker’s world?

Central bankers have dominated the outlook for global markets for the past five years. They’ve lowered interest rates to zero and implemented unorthodox policies like quantitative easing and forward guidance. As we approach 2015, one thing appears certain from Russell’s perspective: Global markets once again will be dominated by the actions or inaction of central

Dec 22, 2014 Categories: Investment Strategy, Markets

Q2 Market Outlook: The Global economy thaws after a cold winter while valuations in financial markets rise

2014 has started slowly and equity markets are still looking for confirmation that the price increases in 2013 were based on an improvement in economic growth The disappointing developments so far are due to the cold winter in the U.S., a turn in the credit cycle in China and Japan ‘s VAT increase. There are

May 22, 2014 Categories: Investment Strategy

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