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.
Financial stocks have been rallying on the expectations of higher interest rates and less regulation. Russ discusses whether the good news has already been priced in.
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.