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.
Rick Rieder explains the multiple ways the U.S. economy is moving on two tracks, and what this means for monetary policy.
Historically low bond yields have helped boost stocks in recent years. Russ discusses why this may no longer be enough.
