Emerging market stocks and bonds are having a rough year, but Russ argues against abandoning the asset class.
Earnings are strong, markets less so. As Russ explains, investors are paying attention to valuations and the economy.
For most of the post-crisis period, defensive stocks have been expensive. Russ suggests that may have changed.
The 3% U.S. 10-year government bond yield isn’t the right yield to focus on. Richard explains why.
Rieder and Brownback discuss how cyclical turning points result in market friction, even with solid growth, presenting the Fed with two potential paths.
Prospects for a trade war are having an impact on markets, but for bargain hunters, stocks are still expensive. Russ suggests looking outside the U.S.
Many are pointing a finger at Washington for the recent spike in volatility. But, as Russ explains, the catalysts lie elsewhere.
Russ discusses why stocks can still thrive when consumers are confident, but frugal.
Rick and Russ on the new volatility regime, why risk is being misapprehended, and how to navigate these new challenges.
Markets are a function of reality meeting expectations. Russ discusses why the expectations are outpacing the reality.