Rachel Carroll is Consultant for Americas Institutional
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In the September Investment Manager Outlook, we asked professional money managers about the events they see as being most impactful on the U.S. equity markets in the next year. The eurozone debt crisis continues to be on top of their watch list and also pointed to the outcome of the U.S. presidential election and “fiscal cliff” situation as events of significance.
As we do every quarter, we asked professional money managers for their views on the market and topical trends that could impact investment strategy. Hear why this group was feeling nervous when they filled out our latest Investment Manager Outlook survey.
As you might know, we at Russell spend a lot of time talking to professional money managers, and each quarter we survey this group for their views on the market and topical trends that could impact investment strategy – and bring those to you in the Investment Manager Outlook (IMO). In last quarter’s IMO, it
Each quarter, we bring you the Investment Manager Outlook (IMO) based on the views of investment managers on the direction of the markets and trends on the horizon that could impact investment strategy. Many times, we find that these results have interesting implications for advisors and their clients – and this quarter is no exception.
Each quarter, we ask a group of investment managers for their outlook on the direction of the markets, sectors and asset classes to watch, and trends on the horizon that could impact investment strategy – and bring those to you in the Investment Manager Outlook. Based on the number of phone calls you’re likely getting each
Russell still believes that inflation is not something that needs to figure prominently on your short-term worry list. While inflation may be a reasonable longer-term concern, we don’t currently see the case for runaway inflation as a near-term threat. Not only does today’s core inflation of 1.6%1 pale when measured against historical averages of 3.9%2
Are your clients curious about the scheduled conclusion of the U.S. Federal Reserve’s second round of quantitative easing (QE2)? From Russell’s perspective, QE2 has been a success and according to our latest Investment Manager Outlook (IMO) survey, 75 percent of managers say that they aren’t worried about the market impact of the end of QE2.
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