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June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

April 4, 2022

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.


Key market themes

December 1, 2021

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Overlay the bottom chart below and you would be forgiven for believing that we are now on the same trajectory as we were 50 years ago. There are parallels but to assume the economy will meet the same inflationary fate would be a grave mistake for investors.

October 14, 2021

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

Siemon, a Dutch entrepreneur, has directed the same passion for sustainable and impact investments with PureTerra Ventures as he had in his lifelong career of IT deals.

PureTerra’s mission is to enable technologies and entrepreneurs like Siemon to provide dramatic sustainable solutions which match the long-term interest of the global environment.

“I believe in the team, which is heavily invested in the fund themselves and are entrepreneurs,” Siemon said.

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

June 30, 2021

Campden Wealth invites family office principals and executives to share their experiences of venture capital investing in a new survey.

Campden Wealth invites family office principals and executives to share their experiences of venture capital investing in a new survey.

November 26, 2020

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

Kingsley Wilson (pictured above), investment partner and co-founder of the London-based entrepreneurial corporate finance and investment house, discusses the opportunities and shatters the myths in the alternative asset class with Geordie Hadden-Paton (pictured below), investment associate at CCP.

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