Viewpoint by Russell Investments
Viewpoint by Russell Investments is a podcast from the global asset manager Russell Investments. It features interviews and commentary on capital markets, asset allocation, manager research, portfolio implementation, and factor exposures. The show is aimed at institutional investors, financial advisors, and individual investors who work with advisors. Episodes discuss market conditions and ways to pursue desired investment outcomes. The content includes disclosures noting that views are current as of the recording date and are subject to change.
Episodes
Investors need convincing despite cooling jobs and strong AI earnings | Market Week in Review
In this Market Week in Review, Russell Investments’ Senior Portfolio Manager and Head of Global Sustainable Investing, Kris Nelson, examines why softer U.S. labor data has not been enough to bring long-term Treasury yields meaningfully lower.The discussion looks beyond the jobs report to the other forces shaping markets, including renewed oil-price volatility, fiscal concerns and high expectations
What the AI investment boom means for bonds | Market Week in Review
Description:In this Market Week in Review (MWIR), Russell Investments’ Co-Head of Global Fixed Income Riti Samanta examines what the AI investment boom means for bond markets, including its potential impact on real interest rates, U.S. Treasury yields and corporate credit. Key takeaways:- Treasury yields rise amid shifting views on policy, inflation and growth- AI investment may lift real rates, b
Federal Reserve rate hike: One and done?
In this Market Week in Review (MWIR), Russell Investments’ Director and Senior Portfolio Manager Alex Cousley examines the Federal Reserve’s latest interest-rate hike and what it could mean for U.S. monetary policy, government bonds and global equity markets.The discussion looks beyond the headline rate increase to the underlying inflation picture. Wage growth and housing remain relatively subdued
There’s more behind the rise in Treasury yields
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 p
What’s driving the rise in global bond yields?
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 p
More signs of growth across AI and Europe
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 p
Policy signals shape the rates 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 future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a p
Strong earnings, softer inflation, happier markets
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 p
AI borrowing reshapes the bond market
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 p
Central banks hold steady as semiconductor volatility returns
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 p
Higher oil, AI spending and tariffs test markets
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 p
Strong earnings and a Goldilocks economy backstop markets
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 p
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