Without Boundaries

Russell Investments
  • 5.0(4개의 평가)
  • 투자

Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world. At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.

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  1. 1월 29일

    Evgenia Gvozdeva: Where AI Meets Judgment in Modern Investing

    In the latest episode of Without Boundaries, host Jon Eggins sits down with Evgenia Gvozdeva, Global Head of Research and Development at Russell Investments. Evgenia reflects on growing up in post-perestroika Russia to building a career grounded in mathematics, quantitative research, and technology—and how that foundation shapes the way AI is applied in investment decision-making today.  She also shares how the Russell Investments is advancing research and development by combining data, human judgment, and culture to support better investment outcomes without losing sight of the principles that have long defined its approach.  Topics include:  • How Russell Investments is evolving manager research for the next generation   • The balance between quantitative insight and qualitative judgment   • Applying AI and technology responsibly in investment decision-making  Listen now to explore where AI meets judgment in modern investing.

    26분

  2. 예고편

    Without Boundaries

    Without Boundaries is Russell Investments’ video and podcast series featuring conversations with leading voices across the industry. Each episode explores the ideas and perspectives shaping today’s investment landscape.

    1분

  3. 2025. 12. 11.

    Looking around the corner with private markets legends Milton Berlinski & Todd Crocket

    Two private-markets leaders Milton Berlinski (Reverence Capital Partners) Todd Crockett (TA Associates) Join Jon Eggins to break down where private markets are heading and which companiesare best positioned to grow. They share insights from decades of meeting withcompanies across sectors, how top investors spot industry shifts early, and what great management teams do differently. Plus, an inside look at why TA and Reverence invested in Russell Investments—and where they see valueacross the asset-management industry today. Key topics: • Seeing structural shifts early across sectors• What drives successful exits in today’s private markets• How investors help senior teams accelerate growth• Lessons from mentors and career-defining deals• Where they see value in asset management today 🎧 Listennow and explore the forces shaping the future of investing.

    30분

  4. 2025. 11. 19.

    Rich Clarida on Fed Duets, Fiscal Policy, and the Fragmentation Era

    Former Fed Vice Chair, Rich Clarida joins Without Boundaries host Jon Eggins to unpack the forces shaping markets – from central banks, fiscal policy and PIMCO’s recent outlook, The Fragmentation Era.  Along the way, he reflects on the Fed’s musical side and why Maynard Keynes would make an excellent dinner guest.  Key topics: • Fiscal sustainability and entitlement risks • The dollar’s outlook • PIMCO’s outlook – The Fragmentation Era  • Productivity, AI, and macro trends

    24분

  5. 2025. 11. 10.

    Sir. Mick Davis: Why good rocks make great investments

    Sir Mick Davis, mining legend and founder of Vision Blue Resources, sits down with Russell Investments’ Jon Eggins on the Without Boundaries podcast to reveal what decades of finding good rocks in the ground and building great companies can teach today’s investors.

    26분

  6. 2025. 10. 21.

    Timing is everything: How to get growth right

    Picking the right growth stock isn’t a matter of what but when.In the latest Without Boundaries episode, Wellington’s Matt Hudson explains how his investment philosophy has shaped his approach to analyzing companies for more than 30 years. He also highlights opportunities in AI, the defense sector and financials—where he believes the party might just be getting started.

    21분

  7. 2025. 09. 10.

    Unconstrained & Unscripted

    Rick Rieder, renowned investor and CIO of BlackRock's $3 trillion global fixed income business, highlights the benefits of an actively managed, unconstrained investing approach amid rising government debt and higher tariffs—and why every portfolio needs an "escape hatch" to weather unforeseen shocks. He also shares his favorite golf course and explains why, in hockey, pulling the goalie is usually a smart move.

    27분

  8. 2025. 08. 14.

    A Mix of Grace and Grit

    Running portfolios in the face of extreme volatility, taking a leap of faith on a job in Tokyo and racking up miles on red-eye flights isn’t for the faint of heart. But Russell Investments CIO Kate El-Hillow makes it look easy. Unflappable yet unassuming, Kate challenges her investment team to step out of their comfort zone to embrace new perspectives—and even take on new roles. And she's not afraid to run with the bulls in Pamplona! Get to know Kate and hear her take on the integration of public and private markets.

    24분

  9. 2025. 07. 08.

    Tariff Trades and Shark Tales

    Coolabah’s Chris Joye discusses how he successfully traded the Trump administration's rollout of reciprocal tariffs, their unique blend of technology and people to exploit bond mispricings in search of alpha and how he once saved a surfer from a bull shark using a search-and-rescue drone.

    22분

  10. 2025. 06. 26.

    That Crazy Aussie Shop

    In our first episode, Chris Joye, founder and CIO of Coolabah Capital Investments, discusses how he built a $15 billion bond shop against the odds, Coolabah’s contrarian approach to trading credit and his strong ties to rugby in Australia and New Zealand.

    20분

예고편

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5
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4개의 평가

소개

Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world. At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.

정보

  • 제작진
    Russell Investments
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    10
  • 등급
    전체 연령 사용가
  • 저작권
    © Russell Investments
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    Without Boundaries