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Investment Manager Outlook

Posted: December 14th, 2011

What do investment managers think about the direction of the markets?

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In order to help you and your clients get a better sense for where the markets are headed, we survey investment managers on a quarterly basis for their opinions on the U.S. equity markets, sectors and styles to watch, and trends that could impact investment strategy. We share the results of this survey along with our own perspective in the Investment Manager Outlook. For this iteration, 200 managers participated in the survey.

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Asset classes, investment styles, market sectors and market capitalizations are exposed to a variety of risks related to their specific category and can lead to varying financial consequences, including loss of principal. They do not typically grow at an even rate of return and may experience negative growth.

We define bearish as: on balance, an organization's or individual's predominant view based on a belief that general market conditions for the period in question will be negative, and relative valuations of securities in general will trend downward. This view should not be considered investment advice nor does it apply to any specific security.

We define bullish as: on balance, an organization's or individual's predominant view based on a belief that overall market conditions for the period in question will be positive, and relative valuations of securities in general will trend upward. This view should not be considered investment advice nor does it apply to any specific security.

The information contained herein has been obtained from sources that we believe to be reliable, but its accuracy and completeness cannot be guaranteed. The information, analysis, and opinions expressed herein result from surveys of persons outside Russell Investments and may not represent the opinion of Russell Investments, its affiliates, or subsidiaries. This report is provided for general information only and is not intended to provide specific advice or recommendations for any individual or entity.

This is not an offer, solicitation, or recommendation to purchase any security or the services of any organization.

Please note, managers surveyed do not necessarily manage Russell products.

Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the equity and fixed income markets, or of any specific investment.

Index performance is not indicative of the performance of any specific investment. Indexes are not managed and may not be invested in directly.

The Russell 1000© Index is an index of 1000 issues representative of the U.S. large capitalization securities market.

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Important information and disclosures

Performance quoted represents past performance and should not be viewed as a representation of future results.

Russell Investment Manager Outlook is a product of Russell Investments, produced independently of Russell's investment and manager research services.

Russell Investment Group, a Washington USA corporation, operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.

The Russell logo is a trademark and service mark of Russell Investments.

Copyright © Russell Investments 2012. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.

Russell Financial Services, Inc., member FINRA (www.finra.org), part of Russell Investments.

First used September 2009
Revised December 2011
RFS 7216