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.
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.
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.
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.
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.
