A framework for understanding market movements.
A global market overview on non-listed real estate. In Q4 2011, Western markets began to seemingly step away from the abyss while Asian economies began to cool from their torrid post-financial crisis rebound.
Markets have started the year with an enthusiastically optimistic tone. This latest Market Commentary looks at whether the market is justified in its optimism and assesses share market and credit valuations.
This new "Snapshot" publication summarises Russell's current views on asset class valuations, in particular, the strategic tilts under consideration.
This report provides insight into Russell's view and outlook of the Global Market for 2012.
Global market overview on non-listed real estate.
The near term outlook is almost certain to be dominated by Europe. Inevitably, Europe is on a path towards closer integration. However, the wide gap between talk of policies to stem the crisis and the ability of Europe's leaders to take action means that volatility will remain high. Buckle up for a bumpy ride.
Is Greece set for failure? What does the future hold for other European economies? Here, John Velis, Head of Capital Markets Research, EMEA, explains the shape of things right now – and provides his thoughts about where the Eurozone economies might be heading.
A global market overview on non-listed real estate, in light of the unresolved sovereign debt concerns in Europe, heightened concerns over a US economic slowdown, and ongoing political tensions in the Middle East and North Africa.
As we take a closer look at the financial markets and the events that have transpired over the last several months, it's clear that uncertainty continues to be inserted into the market. So far in 2011 the markets have drifted down since the market highs of late April and May, with most of the damage being done in the third quarter. The three primary factors driving this dynamic have been European sovereign debt, the second-quarter stumble in the U.S. economy and U.S. fiscal policy
See also: "A closer look at the Eurozone crisis", August 2011, Russell Global Investment Strategist team
The global share market recovery is now more than two years old, meaning we’re at that complicated point in the investment cycle where valuations and economic trends are not always clear.
*For the full ‘Investible Market Insights’ June 2011 report, including Andrew Pease and Yuliya Brayshaw’s latest insights, valuations and major asset class calls, please call (02) 9229 5111.
The Russell Investments/ASX Long-Term Investing Report compares the investment returns of various asset classes, taking into account taxation, inflation and gearing over ten, twenty and twenty five year periods.
Global real estate markets continued their multi-speed recoveries in Q1 2011. This report takes a look at these market movements and trends in the US, Europe and Asia (ex-Japan).
What a difference a year makes. This time last year, the global real estate market was close to, or at, all time lows in transactional activity. Today the picture is much brighter and although the future still carries many uncertainties, the broad-brush real estate recovery is providing a positive boost to overall market sentiment.
Global real estate markets continued on an upward trajectory in the third quarter as constructive economic news and a recovery in capital markets conditions factored positively in many markets.
Too much money chasing too few goods - with the Federal Reserve's monetary base at a super-sized $2.2 trillion it would seem to be the classic recipe for inflation.
Our quarterly market commentary examines the major factors that have driven investment markets over the previous three months. It also provides insights into the investment outlook over the medium term.
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