Global Markets

Halftime: Mid-year global market outlook

In the aftermath of a tumultuous 2016, much discussion has centred around the equity outlook for 2017 and beyond. In fact, the second quarter saw continued strong performance from global markets, though in our view, the long-term earnings outlook remains murky. As we enter the second half of the ye ...

2017 Global Market Outlook — Q3 update

We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase. ...

Global Market Outlook 2017 Mid-Year Update: Late-Cycle Lean Out

It’s time for our mid-year update to our 2017 Global Market Outlook. And the short story is that we’re not changing many of our views from our annual outlook. ...

Emerging Markets Offer Compelling Yields

Emerging market assets – stocks, bonds and currencies – have risen significantly this year. Emerging markets portfolio manager Yacov Arnopolin explains why and where we still see value in the asset class. For an extended version of the video with Yacov Arnopolin, please watch Key Inflection Poi ...

2017 Global Market Outlook — Q2 Update

Our global team of investment strategists warn that investor expectations have run ahead of market fundamentals in the global equity markets. They maintain a call for caution as inflated expectations for global growth and U.S. fiscal policy drive markets higher, despite looming global economic headw ...

Global Markets Forecast: Is the Rally Based on Fake News?

Key points from Russell Investments’ latest Global Market Outlook: See what their strategists believe is ahead for global markets in 2017. ...