Annual Market Outlook
2011 brought global policy risks to the forefront of attention for capital markets. 2012 will continue to see volatility and risk-on/risk-off trading, but will start the path toward clarity surrounding how successful the policy solutions will be.
Our core themes for 2012 are:
- Russell's long-term outlook: Ongoing global deleveraging will continue to be the backdrop for economics, finance and politics for 2012—and for some years to come.
- The key risk: The second sub-prime crisis is called the Euro.
- A modest positive: A square-root-sign-shaped U.S. economic recovery
- A modest positive: The Chinese/Asian engine of growth
Listen to one of Russell's global investment strategists, John Velis, on his analysis of economic scenarios for 2012.
Annual Market Outlook. John Velis, Head of Capital Markets Research, EMEA.
Duration: 5:39
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