Wondering how style factors work and how to use them? The five Ws tell the story of the value, momentum, quality, size and minimum volatility factors.
Rick and Jacob examine why 2017 provides a seemingly unlikely source of evidence for the effectiveness of an active approach to fixed income.
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.
Rick Rieder and Russ Brownback argue that while cramming for finals may have worked in college, it won’t with the winding down of the global central bank policy liquidity “semester.”
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.