Market Insights

Specialist content providing analysis and insights on a range of investment topics to support your investment decision-making.

Market Maps reports
Research Insights
Webinars
Meet the team

Market Insights, authored by our Global Investment Research team, include macroeconomic analysis and how it affects market performance, and multi-asset analysis, viewed through FTSE Russell’s indices and LSEG data.

Our Market Maps reports provide timely market analysis and commentary on what’s been happening across asset classes, regions, industries and styles. Access them from the links below.

Our webinars, research and articles help you navigate opportunities and risks across asset classes and investment themes.

Visit FTSE Russell's Research Library to explore applied research and index insights designed to help you re-think the future, learn about new ideas and opportunities, understand our indices and inform your investment and implementation decisions.

Get timely market analysis and commentary on what’s been happening across asset classes, regions, industries and styles. You’ll receive your report(s) by email as soon as they are published.

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Asset Allocation Insights(optional)

Global Wealth Research(optional)

Russell US Indexes Spotlight(optional)

APAC Financial Markets Spotlight(optional)

Equity Factor Insights(optional)

Sustainable Investment Insights(optional)

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Fixed Income Insights: Global and localised content(optional)

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Article

Gold’s strategic revival in a fragmented world: A modern portfolio component

Gold is back as a strategic hedge. Learn how inflation, deglobalisation, and diversification needs are reshaping gold’s role in modern portfolios.

May 06, 2025 • Alex Nae

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9 min

Research

Gold in a fragmented world: Safe haven and strategic asset

Gold offers stability and resilience amid rising geopolitical tensions and inflation, making it a strategic choice for diversifying multi-asset portfolios.

April 28, 2025

Video

Market pricing of tariff impacts

Our 10th episode of macro Microscope dives into the latest financial market analysis following the announcement of reciprocal tariffs.

April 17, 2025

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7 min

Article

Indian Financial Markets – an Inflection point in their global role?

India’s capital markets are booming, fueled by FTSE bond index inclusion, strong economic growth, and rising foreign investor interest in bonds and equities.

April 07, 2025 • Indrani De, Robin Marshall & Belle Chang

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14 min

Article

Time to leave US Treasuries for the duration?

US Treasury spreads remain high despite Fed easing. With global bonds offering higher duration and convexity, is it time to rethink your bond portfolio?

April 02, 2025 • Robin Marshall

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8 min

Article

US market update: four months after the presidential election

Explore US market shifts post-election—optimism, inflation worries, and economic pessimism. Key insights on stocks, Fed policy, and investor sentiment.

March 27, 2025 • Mark Barnes & Indhu Raghavan

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11 min

Discover all webinars on our FTSE Russell channel

16 July

Sustainable investment: Strategy outcomes for equities and fixed income

Stephanie Maier, Head of Sustainable, Lee Clements, Director, Applied SI Research and Henry Morrison-Jones, CFA, Manager, Global Investment Research.

22 May

APAC financial markets spotlight

Belle Chang, MBA, Senior Manager and Henry Morrison-Jones, CFA, Manager, Global Investment Research.

10 July

Global financial markets outlook

Indrani De, CFA, PRM, Head of Global Investment Research and Sayad Reteos Baronyan, Director, Global Investment Research.

17 July

Global and regional fixed income insights: Quarterly deep dive

Robin Marshall, M.A., MPhil, Director, Global Investment Research and Sandrine Soubeyran, Director, Global Investment Research.

On Demand

Russell US quarterly spotlight

Mark Barnes, PhD, Head of Global Investment Research, Americas and Catherine Yoshimoto, Director, Product Management, Benchmark Product Development.

24 July

Equity factor insights: Your quarterly deep dive

Mark Barnes PhD, Head of Global Investment Research, Americas and Indhu Raghavan, CFA, Manager, Global Investment Research.

Our Global Investment Research experts are highly experienced, and highly regarded within institutional and wealth management.

The team prides itself on delivering specialist content that provides analysis and insights on a range of investment topics, across asset classes along with multi-asset and cross-asset perspectives, to support our clients decision-making.