Against a backdrop of modest, but positive, economic growth in developed markets, the global equity market selloff in January appeared oversold driven by investor sentiment.
Stable economic fundamentals contributed to a rebound at the end of February 2016 that helped global equities end the month only modestly negative while fixed income markets rallied.
2015 was a challenging year for most investors and served as a reminder of the benefits of diversification, even though it doesn’t protect against loss.
The global economy continued to grind slowly forward in November 2015 as investors keep their eye on the Federal Reserve and its interest rate decision.
The October Markets in Perspective reveals strategists’ expectations of market volatility when the Fed eventually raises interest rates.
Here are the top three market themes affecting positioning and performance last month from some of our experts, including our CIOs (Chief Investment Officers) across Russell Investments.
Volatility returned, China weakness dominated markets, and a flight to safety resulted in a downer of a month.