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Posts Tagged ‘Global Market Outlook’


Q3 Global Market Outlook: Late-cycle lean out

Global Market Outlook 2017 Q3

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

What if the experts were right to put Trump’s and Brexit’s chances at 30%?

It’s the quiet week before Christmas, so I’m taking the opportunity to briefly set investment, pensions and charitable trusts aside and sneak in a post that touches on some of my favourite subjects: probabilities, forecasting and uncertainty. Specifically: what are the right – and wrong – lessons about forecasting from Donald Trump’s victory and the

Dec 21, 2016 Categories: Market Updates

Fed Announcement: Did Yellen get it right?

The Fed raises rates. Finally. It’s been a long wait, but the U.S. Federal Reserve (Fed) finally raised interest rates by 25 basis points today, bringing the current rate to 0.5 – 0. 75%. The market took a small step back today, with the S&P 500® falling by 0.8%. We believe the rate increase has

Dec 15, 2016 Categories: Market Updates

Italian referendum and global markets: What’s next in 2017

‘Once more unto the breach’. We imagine financial markets feel similar to the troops in Shakespeare’s King Henry the Fifth, after the ‘no’ vote in the Italian referendum on constitutional reform. Political events and the markets: The dangers of overreacting In a year full of political upsets, markets have to once more overcome uncertainty. With

Dec 5, 2016 Categories: Market Updates, Multi-asset

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

Q3 market outlook: Too long, too short or just right?

One of the dilemmas that we have when we produce our quarterly market outlook is the length. Do we produce a two-page summary document with just the soundbites? Or the full document with all the details? Like Goldilocks in Robert Southey’s children’s story, I prefer something in-between. In his video summary, Paul Eitelman, one of

Jul 12, 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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