Russ reviews the landscape after the selloff and discusses how little has actually changed.
As the recent market volatility made clear, there’s a big difference between plain vanilla ETFs and leveraged products making big bets with big risks.
Russ discusses why the case for emerging market stocks right now simply rests on concept of solid global growth.
Rick and Russ argue that the recently enacted U.S. tax cut and an evolving monetary policy backdrop provides both greater clarity on expected increases in volatility and underscores the need to remain flexible and opportunistic in allocation.
Amid the seemingly endless noise that poses as news, Rick Rieder and Russ Brownback focus in on three of the most critical themes that investors need to consider for 2018.
Russ discusses why the real economy and financial market conditions offer more clues about volatility than political noise.
Can markets repeat the outstanding performance of 2017? Russ discusses why credit market conditions are likely to provide the key clues.
Rick Rieder and Russ Brownback examine the more volatile cyclical dynamics we’re likely to encounter in 2018, even as the secular risk-asset bull market remains in place.
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.
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.