Russ talks about why bond yields remain low this year, despite expectations of a rise.
Russ discusses the important trends that emerged from a compelling conference of finance, business and political leaders.
With risks abounding in the markets, Russ discusses the case for health care as a defensive sector.
The “reflation trade” that began in late 2016 has lost steam. Russ discusses what comes next.
Small cap stocks are faltering this year. Russ describes why and whether that will continue.
Volatility is creeping back into the markets. Russ discusses why that holds some peril for momentum stocks.
Although the value of a currency can impact your international holdings, Russ talks about when it makes sense to hedge that effect.
While most investors focus on potential returns in their portfolios, Russ discusses why risk and correlation are just as important.
The rally in value stocks may have stalled, but Russ discusses why the trend still has further to go.
Volatility is low, but political uncertainty is high. Russ discusses what is causing this and whether it can continue.
Russ discusses the signs that inflation is rising faster than many expect, and what that means for your portfolio.
With U.S. stocks rallying, investors may be tempted to stick with a home country bias. Russ discusses why Japan is still worth a look.
Investors have been bidding up stocks in anticipation of policy shifts by the new administration. Russ discusses the policy that matters most to investors.
Stock markets have been very quiet lately, but as we get ready to enter 2017, things may change. Here's why.
Russ discusses four reasons why the rebound in inflation is likely to continue.
Stocks have been helped by low rates and inflation. Russ suggests that may be changing.
Russ describes what has driven the small cap rally, and explains why its days may be numbered.
Russ explains why the post-election selloff in bonds may be a longer-term, not temporary, phenomenon.
In the post-election markets, investors are preparing for the potential for higher growth—and inflation. Russ discusses the implications for investors.
Gold has rallied recently with the return of political uncertainty. But Russ points to another factor that suggests the gains can continue: inflation.
International stocks have started to outperform U.S. stocks. Russ explains what's behind the comeback and why it may continue.
Often, high levels of cash in investors' portfolios represent excessive caution. Russ explains why this time is different.
Despite underperforming recently, high yielding defensive stocks are still expensive. Russ sees better value elsewhere, namely technology.
Historically low bond yields have helped boost stocks in recent years. Russ discusses why this may no longer be enough.
