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Viewpoint by Russell Investments

Author: Russell Investments

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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve their desired investment outcomes.IMPORTANT DISCLOSURE: Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed. This is not an offer, solicitation or recommendation to purchase any security or the services of any organization. Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The video may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect. This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes. Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11072

391 Episodes
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· U.S. Q1 earnings exceed expectations · UK and Australian bond yields rise on hotter inflation reports· September rate cut still looks possible in U.S.DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.For...
· Core inflation slows to 3.6% in the U.S. · U.S. equity and bond markets rally in wake of April inflation report· European stocks rise amid improving economic outlook DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee ...
In the latest video update:· Bank of England could cut rates at faster pace than expected· Is a recession more likely than not in Canada?· Why we believe investors should remain cautious and disciplined DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past pe...
• U.S. Fed says ‘greater confidence’ on the path of inflation needed• September rate cut possible if U.S. inflation moderates • European corporate earnings surprise to the upside DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market pric...
•U.S. GDP slows to 1.6% clip in first quarter•Key U.S. inflation gauge surprises to the upside•First-quarter U.S. earnings season update: A ‘mixed bag’DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing va...
•March’s U.S. CPI report exceeds consensus expectations•ECB hints at June rate cut•Fitch downgrades China’s debt outlookDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is no...
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solic...
DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solic...
· Bank of Japan delivers first rate increase in 17 years· BoE holds rates steady, hints at cuts later this year· Fed officials still expect three rate cuts in 2024DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performan...
· U.S. inflation data from February surprises to the upside · Two key factors powering the rally in Japanese stocks· China announces consumer goods trade-in programDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future per...
In the latest video update:· BoC, ECB hold overnight rates steady at March meetings· Is the Fed moving closer to cutting rates?· China announces 2024 growth targetDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performan...
•U.S. core PCE price index rises 0.4% in January•Federal Reserve rate cuts could begin mid-year•U.S. avoids partial government shutdownDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical...
· Eurozone inflation declines to 2.8% in January· Fed, ECB and BoE could all lower borrowing costs by mid-year· Resilience emerges as a key Q4 earnings season themeDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performa...
· U.S. core consumer price index rises by more than expected in January· We believe the Fed could still deliver a rate cut in May · UK enters technical recessionDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future perfor...
In the latest video update:· An investment analyst’s take on the Super Bowl· U.S. January jobs report crushes expectations · Assessing the health of the European economy · The importance of staying disciplined in today’s marketsDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Invest...
In the latest video update:· Market timeline for first U.S. rate cut shifts after Fed meeting· Q4 earnings season report card: How are U.S. companies faring?· What’s the outlook for economic growth in China this year?DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possibl...
· BoC, ECB push back on market timeline for rate cuts· Could the Bank of Japan lift rates into positive territory soon?· Fed pivot, strong U.S. economy power stock market to new heightsDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guar...
· Government bond yields rise in the UK and Canada amid stronger inflation data· U.S. December retail sales report exceeds expectations · How are geopolitical events in the Middle East impacting energy prices?DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible....
· U.S. recession risks look lower, but still elevated compared to normal· Assessing the latest recession chances in Canada and Europe· U.S. consumer prices rise slightlyDisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future per...
· Assessing U.S. recession risks for 2024 · What to pay attention to during U.S. earnings season· What does the latest economic data suggest about growth in China?DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future perf...
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