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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The U.S. November Jobs Report: Good News Or Bad News?
On the latest edition of Market Week in Review, we discuss the U.S. employment report for November and the uptick in market volatility.
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The ‘Old’ New Fed, An Accelerated Taper And A Heavily Mutated COVID-19 Variant
The fact that Powell retired the term transitory was mostly just a matter of semantics. This inflation overshoot has clearly been larger than expected and longer-lasting than expected.
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U.S. Treasury Yields Likely To Rise In 2022, But Not For The Reasons Most People Think
We expect U.S. Treasury yields to rise and potentially breach 2.0% in 2022, but not because of a more hawkish Fed or high inflation.
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Q4 2021 Fixed Income Survey: The Persistence Of Transient Inflation
Inflation proved to have a bigger bite than previously thought, forcing investors to consider earlier interest rate rises.
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Inflation, China’s Economic Slowdown And COVID-19: 3 Key Concerns For Markets
On the latest edition of Market Week in Review, we discuss inflation concerns, recently passed U.S. legislation, and the uptick in COVID-19 infections in Europe and the U.S.
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Risks In China Are Growing, But Manageable
A larger-than-expected slowdown in the Chinese economy is one of the key risks for 2022.
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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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