Commodities have been in a positive trend since mid-June of last year, when oil began moving higher from the low $40s1. After a period of consolidation in February and March, commodities have seen some strong price advances, particularly in energy and metals, so we felt that this was a good time to outline our thoughts about near-term and intermediate-term prices.
The current bull market in U.S. equities has been impressive on many fronts, and specifically with respect to its magnitude of returns and longevity.
On March 16, news broke that British political consulting firm Cambridge Analytica had gained improper access to data from as many as 50 million Facebook users (an estimate that has since been upped to 87 million).1 That firm and its top executives are now also under fire for alleged violations of U.S. election laws, and Facebook is facing heavy scrutiny of its data security, audit procedures and disclosures. Its stock price is down more than 17% since the issue came to light.2
Russell Investments’ experts continually monitor and review world markets and economies. Here you can find a closer look at the financial markets and the events that have transpired over the last quarter.
The dichotomy between views from interest rate managers and credit managers continues. In this survey, rates managers have blinked first.
As a real asset category, infrastructure offers risk, return and diversification characteristics distinct from those of other asset classes, and thus merits consideration for allocation in a diversified portfolio. Infrastructure investments generally feature steady cash flows derived from tangible, long-lived assets with monopolistic-like pricing power; many are regulated and may feature income linked directly to inflation.
Russell Investments’ experts continually monitor and review world markets and economies. Here you can find a closer look at the financial markets and the events that have transpired over the last quarter with insight into Russell Investments’ view and outlook for the global markets in the future.
Following the dramatic price movements experienced in the last 12 months, plenty of central bankers, and others, are now questioning the foundations of Bitcoin. Graham Harman, while regarding it as a speculative investment, examines the underpinnings of, and the outlook for, Bitcoin.
In the current environment, where every day appears to bring a new set of regulations, it may appear strange that Russell Investments is actively embracing a new set of measures, referred to as the FX Global Code, focused upon the global foreign exchange marketplace.