Analysts expected a gain of 0.75 million barrels in crude inventories last week. This series will cover actual changes in inventories.
Record low U.S. Treasury rates continue to push investors to find yield elsewhere, and it seems that corporations are rushing to meet the demand. Matt Tucker explains.
Like quantitative easing before it, the Fed’s zero interest rate policy may actually be inhibiting economic growth and job creation in unintended ways. Rick Rieder explains.
Do you avoid the stock market? Shun diversification? Trade inefficiently? Russ and guest blogger Nelli Oster — an investment strategist on Russ’ team — examine three common bad behaviors among investors.
Initial jobless claims are one of the few labor market indicators released every week. Unemployment is a profound driver of economic growth.
According to the Bloomberg Consumer Comfort Index, perceptions of the economy are highly negative, 23% positive versus 77% negative.
Though EM stocks have been struggling of late, Russ still believes investors should have emerging market exposure, particularly in emerging Asia. He provides three reasons why.
After a weaker-than-expected August jobs report, many investors were wondering whether the U.S. economy is softening. Russ explains why he still expects a strong U.S. economy in 2014, noting three takeaways for investors.
It’s been a solid run for municipal bonds so far in 2014. And that has many investors wondering what to do next. Peter Hayes prescribes a three-step muni workout.
While Russ doesn’t foresee a bond market meltdown, he does expect that rates will rise in coming years and he offers three suggestions for positioning equity portfolios in preparation.
More importantly than whether the Fed’s recent policy statement was “dovish” or “hawkish,” the statement provided five signs that a Fed rate hike is likely to come earlier than many expect, writes Rick Rieder.
With countries’ growth, monetary policy and market performance increasingly diverging, Russ shares two themes investors should focus on as year-end approaches.
Maverick Capital practices a long and short equity investment philosophy with a fundamental, bottom-up approach that emphasizes the quality of management teams.
With interest rates volatile and market conditions changing, these are tricky times for bond markets. Rick Rieder outlines three ways markets are evolving, and suggests that staying flexible will be critical.
Many investors are asking me about my outlook for the currency for the rest of 2014. First, it’s important to put recent gains in context. The dollar, along with every other asset class, has been volatile over the past five years.
The recent emerging market selloff is a good reminder of three truths about investing in the asset class. Investors continue to abandon emerging markets.
Highfields Capital Management LP, the Boston-based fund founded by Jonathon Jacobson, disclosed new positions in its 13F filing last month. In this series, we’ll discuss the main positions traded during the second quarter.
Looking for the next frontier in emerging market investing? Del Stafford dives into these underdeveloped countries to assess the investment case.
Fed Chair Janet Yellen’s comment that the Fed could hike short-term rates six-months following the end of quantitative easing (or QE) earlier this year, came as a surprise.
If you follow my investment views, you know that for the past two years (2012 and 2013), the utilities sector has been one of my least favorite areas of the market.