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.