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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this
Are you giving emerging markets the attention they deserve? We believe emerging markets deserve at least as much time and effort as developed market allocations. The longer-term growth projection (in GDP, population and consumption) shows that by 2025, emerging markets may represent over 45% of global consumption.1 Many multi-asset portfolios could benefit from this kind
‘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
In probability theory the Kelly criterion is a way to decide the optimal size of a series of bets. It was discovered by a physicist named Kelly who figured out the idea when he was working in telecommunications research at Bell Labs in the 1950s. Kelly figured out the formula which showed the optimal amount
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
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
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 –
Maybe, but not right now The timing hinges on two major issues: Structural factors Short term pain Firstly, China has tremendous structural challenges that it’s trying to navigate regarding economic growth. Over the last 20 years, China’s economic growth rate has been spectacular and has been driven by two principal factors: investment and exports. China
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
