Last week's economic landscape was marked by pockets of resilience amid growing concerns and heightened uncertainty. Retail sales offered a mixed bag.

Despite recent pullbacks, history shows that periods of market fear often present opportunities, as seen with Amazon, Apple and Nvidia in past downturns.

Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.

We have certainly seen an uptick in this sentiment accompanying the increase in market volatility since the start of the year.

At their March meeting, Federal Reserve officials left the policy rate unchanged at 4.25%–4.5% and signaled further patience on rate cuts as they navigate greater uncertainty about the economic outlook.

The equity market tends to see a correction every 18 months. If it's not a recession-induced bear market, it may be a buying opportunity.

For the second meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.

Emerging-market (EM) equities are off to a strong start in 2025, up 4.5% through March 14 in US-dollar terms. But investors could be excused for being wary. After all, emerging markets have struggled over the past decade.

On the latest edition of Market Week in Review, Director and Global Head of Solutions Strategy, Van Luu, discussed the latest rate decisions from key central banks. He also talked about fiscal reform in Germany and reviewed recent U.S. market performance.

he central bank made a technical move on the balance sheet, reducing the pace of permitted runoff in its Treasury holdings from $25 to $5 billion per month.

The Fed held the federal funds rate steady and signaled two rate cuts this year, despite expecting inflation to remain elevated.

Muni issuers are generally sound, so cuts in aid would be felt but dealt with.

With only eight trading days left in the first quarter, M&A announcements are set to come in at their lowest level since Q2 2020.

Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.

Congress managed to avoid a government shutdown, but Democrats are divided on strategy.

As a value investor, it’s really important to understand just how important valuation is regarding making sound, long-term and profitable and successful investment decisions. A lot of people don’t understand this. Most people tend to be price focused.

The Federal Reserve held rates steady today, but downgraded the outlook for economic growth in the year ahead. Policy changes in Washington, looming tariffs, and a cautious consumer have made “uncertainty” the new favorite word in the Fed’s vocabulary.

It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone.

Tariffs among developed countries could mean emerging market (EM) assets like bonds could garner interest.

Human stupidity is the one thing you can rely on in financial markets. I recently read a great piece by Joe Wiggins at Behavioral Investment, which discusses why “Investing is hard.”

In the understatement of 2025 thus far, the headlines emanating from Washington, D.C., have been fast and furious. Whether they be tariff-related, involving federal government cuts or geopolitical in nature, there has been a headline for many facets that investors could think of.

Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.

European equities have started 2025 on a positive note. Several factors could help support the market overcome challenging conditions.

GMO has posted a new 7-Year asset class forecast as of February 28, 2025.

Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.

A creative look at the parallels between March Madness and the bond market.

On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.

Since our last update of our ‘Three Tactical Rules’ on February 4, equity markets have been under pressure as the S&P 500 has retraced more than 23% of the rally that started October 2023.

In this week’s edition, we shift our focus to another critical segment of the ABS market: those tied to consumer loans, such as credit cards and auto loans.

Value investing and emerging markets are not often associated with one another. Conventional wisdom says that emerging markets, with their rapidly developing economies and rising consumer classes, are naturally the hunting ground of growth-oriented investors.