The “reflation trade” that began in late 2016 has lost steam. Russ discusses what comes next.
What does weaker-than-expected March jobs growth mean for the path of rate normalization? Rick Rieder weighs in.
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.
Rick shares two reasons why we see abundant fixed income opportunities.
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.
Rick Rieder shares three reasons why a March Fed rate increase is a possibility.