Long-term interest rates remain stuck in a range that has defined the last six years. Russ discusses why 2018 may see more of the same.
Value stocks are cheap, relative to growth, but have lacked a catalyst to rally. Russ discusses why tax cuts could be that spark.
Gold has performed surprisingly well this year. Russ discusses why that might not be the case going forward, and it may be time to pare positions.
Stocks are expensive by most measures. Russ discusses why the bond market can impact whether that can be sustained.
Interest rates are set to move higher, but as Russ explains, we are still a long ways away from the long-term average of 6% 10-year Treasury yields.
High yield bonds have been investor favorite the last year and a half. Russ discusses why that may not last.
Quality stocks may be out of favor in this environment, but Russ explains the important role they can play in a portfolio.
Value stocks have started to show signs of life. Russ discusses why energy and financial stocks are currently the best ways to play the theme.
A downturn for stocks may not be top of mind these days, but one will happen eventually. To prepare for that, Russ discusses why the source of the selloff matters as much as the magnitude.
Russ discusses the reasons why Japan’s equity market may outperform emerging markets.