• Resize text
  • Print this page

Russell's Market Reports

Providing perspectives on market performance and outlooks

A framework for understanding market movements.

Global Private Real Estate Market Overview – Q4 2011
Global Private Real Estate Market Overview – Q4 2011
February 2012 | Martin Lamb, Director, Asia Pacific Real Estate Investment

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.


Don't mess with Super Mario
February 2012 | Andrew Pease, Chief Investment Strategist & Yuliya Brayshaw, Portfolio Analyst

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.


Enhanced Asset Allocation: Snapshot of Russell's Strategic Tilting Views
February 2012 | Andrew Pease, Chief Investment Strategist & Yuliya Brayshaw, Portfolio Analyst

This new "Snapshot" publication summarises Russell's current views on asset class valuations, in particular, the strategic tilts under consideration.


2012 Global market outlook
December 2011 | Andrew Pease, Chief Investment Strategist, Asia-Pacific

This report provides insight into Russell's view and outlook of the Global Market for 2012.


Global Private Real Estate Market Overview – Q3 2011
Global Private Real Estate Market Overview – Q3 2011
December 2011 | Martin Lamb, Director, Asia Pacific Real Estate Investment

Global market overview on non-listed real estate.


The United States of Europe?
The United States of Europe?

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.


Where are the Eurozone economies heading
Where are Eurozone economies heading?

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.


Global Private Real Market Overview
Global Private Real Estate Market Overview – Q2 2011

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.


Doctor, Do Something!
Doctor, Do Something! Russell's Economic "Check-up"

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


Investible Market Insight
Optimism Gives Way to Rising Anxiety

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.


ASX Long-Term Investing Report
Long-Term Investing Report

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.


GMO
Global Private Real Estate Market Overview –
June 2011
June 2011 | Henry Stephens, Consultant

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).


GMO
Global Private Real Estate Market Overview
March 2011 | Derek Williams, Director, Private Real Estate; Patrick Nikodem, Portfolio Analyst; Tom Richardson, Research Analyst; Samantha Steele, Senior Research Analyst

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.


GMO
Global Private Real Estate Market Overview
December 2010 | John Mancuso, Senior Research Analyst; Tom Richardson, Research Analyst; Samantha Steele, Senior Research Analyst

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.


Russell Market Commentary
Opinion

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.


Russell Market Commentary
Russell Market Commentary

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.


Research and insights

View our latest Research

Let's have a conversation

Christine Cameron

+61 2 9229 5505

Christine Cameron
Managing Director,
Institutional Sales