Global Asset Manager
Contributor's Links: Russell Investments

Russell Investments is a leading global investment solutions firm with $326.9 billion in assets under management (as of 3/31/2021) and $2.8 trillion in assets under advisement (as of 12/31/2020) for clients in 32 countries, The firm provides a wide range of investment capabilities to ... more

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Could UK Inflation Reach Double Digits?
On the latest edition of Market Week in Review, we discuss the latest inflation numbers from Canada and the UK as well as June PMI data from the U.S. and UK, and the recent decline in the U.S. 2-year government bond yield.
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Is The U.S. More Vulnerable To A Recession?
On the latest edition of Market Week in Review, we discuss key takeaways from recent meetings by the U.S. Fed and the European Central Bank (ECB), and also assess the risks of a U.S. recession.
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Fed Doubles Down On Fight Against Inflation With 0.75% Rate Hike
The Fed expects the federal funds rate to reach 3.375% in 2022 and 3.75% in 2023, implying an additional 175-bps tightening in the remaining four meetings this year.
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June Swoon: U.S. Stocks Slip Into Bear-market Territory As Inflation Concerns Rattle Investors
The principal driver of the ongoing weakness in markets continues to be inflation, which has haunted investors for the past several months.
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June FOMC Preview: What To Expect When You’re Expecting … Aggressive Fed Rate Hikes
A year ago, to support a recovery coming out of the pandemic, the Fed set an extremely accommodative monetary policy and said it was willing to tolerate an inflation overshoot in the process. Well, now the chickens have come home to roost.
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Bank Of Canada Lifts Rates By 50 Basis Points Again. Is An Even Steeper Increase In The Cards?
On the latest edition of Market Week in Review, we discuss the recent PMI index readings from China and the U.S. and the latest interest-rate increase from the Bank of Canada, as well as skyrocketing inflation in the eurozone.
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STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
CVS CVS Health Corporation
FB Meta Platforms, Inc. (Formerly Facebook)
GOOGL Google (A shares)
MSFT Microsoft Corporation
XOM Exxon Mobil Corporation
YHOO Yahoo! Inc.

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Confessions Of A Former CIO…On OCIO
The OCIO value proposition has matured to the point where consideration just seems to be the responsible thing for most fiduciaries to do. Take it from me, a former CIO, who knows now what I didn't know then.

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