The Russia Rollback

The Russia Rollback

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A New Playbook for University Endowments 11/2/26

It has been a banner year for some of the biggest college endowments in the United States. And for many of them, those returns have been driven in large part by more traditional stock market exposures, compared to more complex investment strategies. However, that landscape is cha ...  Show more

The post-Fed divergence 10/29/26

It’s not what the Fed said this week about the decision to hold rates steady…. it’s what it didn’t say that has certain parts of the fixed income and equities markets on the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a ...  Show more

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We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ...

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When ETFs Stop Working
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If ETFs were living creatures, they might be cockroaches—they can survive almost anything. And yet Russia's invasion of Ukraine has presented a rare test. The VanEck Russia ETF, or $RSX, has seen its trading halted; the product holds shares of Russian companies, many of them in t ...  Show more