Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.
Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.
Although President-Elect Trump’s anti-trade campaign rhetoric casts some shadows of doubt on emerging markets investments, opportunities remain, particularly for nimble investors with commensurate risk tolerance.
Fed’s June decision to hold fund rate steady reflects patience due to a sharp drop in U.S. May jobs growth. September seen as next most likely date for rate hike.
The U.S. stock market (Russell 3000® Index) has beaten many of its peers in the past 5 years ending March 2016. We believe the tide is turning.
Markets moved higher again in April as positive economic data helped ease investors’ global recession concerns.
Russell Investments Chief Investment Officers offer their views of the key themes affecting market performance in March 2016.