To Be (20)17 Again
Like much of 2017, politics remained keenly in focus at the end of the year. Tax reform took center stage in the U.S., and President Trump wrapped up this major legislative victory just in time for the holidays. The sweeping tax overhaul moved quickly through both chambers of Congress after the House and Senate drafted amended versions from the separate ones each had previously passed.
Weekly Poll: Which is the best way for mutual fund companies and ETFs to educate advisors?
This is part of our weekly poll series - it takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.
The Only Benchmark of Wealth
I introduce an investment benchmark that simplifies the tracking process toward goals, which if achieved, provide certitude that one’s long-term objectives will be met.
Recipe Calls for a Broad Commodities Rally in 2018
At the beginning of every year, we update what’s typically one of our most popular pages, the Periodic Table of Commodity Returns. I encourage you to explore 10 years’ worth of data on basic materials such as aluminum, zinc and everything in between. A word of warning, though—the interactive feature makes the table highly addictive.
Market overview Q4 17: Dreaming
Although there are many superficial reasons to be enthusiastic that strong market performance can continue, most positives are overstated and many risks are underappreciated. In fact, today's investment environment entails such a high degree of uncertainty that most investors would be best served by simply minimizing their worst case scenario.
Investment Grade – Why Now?
The Osterweis Total Return Fund (OSTRX) seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation. The fund invests primarily in investment-grade securities and employs tactical shifts in sector allocation, interest rate/yield curve risk and credit quality, attempting to capture return across credit, interest rate and volatility cycles. Its inception date was 12/30/16 and it is managed by lead manager Eddy Vataru.
Gundlach’s Forecast for 2018
Emerging markets and commodities present the best investment opportunities for this year, according to Jeffrey Gundlach. Those to avoid include the S&P 500, which he claims will show a loss for 2018. His larger warning was that most of the good news on the economic front is already priced into the capital markets.
Investment Strategy: The Curve
Much has been written recently about the yield curve. It is espoused that the flattening yield curve is telegraphing the potential of a recession in the not too distant future.
It’s Time for the Fear Trade to Move Gold Prices
I believe these forces behind the fear trade will only intensify in 2018. With inflation finally showing green shoots and President Donald Trump’s $1.5 trillion tax reform law expected to increase deficit spending, this year could provide the right conditions to spur gold prices higher.
Outlook 2018: A Bull Market with Plenty of Room to Run
Over the past year, global equity markets have made strong advances, fueled by continued, broad-based economic growth, and in spite of a somewhat unsettling geopolitical backdrop. Over the last 12 months the U.S. economy has continued to grow at a steady rate of almost 2.5% on an annualized basis, as measured by GDP.
Best of the Year: Top 5 Frank Talk Posts of 2017
As we head into the New Year, I want to share with you the five most popular Frank Talk posts of 2017. One common theme you’ll see in these posts is they all center on the topic of gold. Although we specialize in educating investors about gold and managing gold funds, it’s worth noting that our gold posts garnered more interest than our bitcoin and blockchain posts in this year of cryptocurrency craze.
The Top 5 Most-Read Posts of 2017
Which blog posts generated the most interest from readers in 2017? We wrap up the year with a look back at the top five most-viewed posts on the Russell Investments blog.
Net-Neutrality Noise: Competitive Broadband Market Driven by Technological Change, Not Politics
The FCC’s roll-back of net-neutrality regulation sparked intense political debate about how the internet should be governed, in particular how ISPs handle and price content transmission. But the internet’s rapid evolution, the ISPs vertical integration into content, the bargaining power of the tech and media giants and anticipated 5G investment returns largely supersede regulatory shifts.
Home Prices Rose 6.2% Year-over-Year in October
With today's release of the October S&P/Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index were up 0.7% month over month. The seasonally adjusted national index year-over-year change has hovered between 4.2% and 6.2% for the last two plus years. Today's S&P/Case-Shiller National Home Price Index (nominal) reached another new high.
10 Charts That Show Why Gold Is Undervalued Right Now
With the year quickly coming to a close, it might be time to start thinking about rebalancing the gold holdings in your portfolio. That includes bullion, jewelry, gold stocks and well-managed gold funds—all of which I recommend giving a collective 10 percent weighting. Because it’s been such a strong year for stocks—they’ve advanced more than 20 percent as of today—it’s likely that most investors will need to add to their gold exposure to meet that 10 percent weighting as we head into 2018.