Without Boundaries
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.
Episodes
Artificial intelligence is reshaping the global economy, but how should investors adapt their credit portfolios?
In this episode of Without Boundaries, Jon Eggins, Managing Director and Co-Head of Portfolio Management at Russell Investments, speaks with Bruce Richards, CEO and founder of Marathon Asset Management and now Managing Partner and Head of CVC Marathon, about investing through one of the biggest structural shifts facing i...
In this episode of Without Boundaries, Jon Eggins sits down with Kirsten Bartok Touw, Co-Founder and Managing Partner at New Vista Capital, to explore investing at the intersection of aerospace, defense and emerging technology. Drawing on decades of experience spanning Silicon Valley, Washington D.C. and private markets, Kirsten shares how investors can identify transformative technologies before they become mainstream. She explain...
In this episode of Without Boundaries, Jon Eggins sits down with David Foley, Senior Managing Director and Chief Executive Officer of Blackstone Energy Partners, to explore how private capital is helping meet one of the defining challenges of our time: rising energy demand.With three decades at Blackstone, David shares how private equity has evolved from generalist investing to deep sector specialization, and why maintaining a comp...
In this episode of Without Boundaries, host Jon Eggins sits down with Matt DeCicco, a leader on Lord Abbett’s equity investment team and portfolio manager on the firm’s Innovation Growth Equity team, with a focus on biotech and healthcare innovation. With an MS in Biotechnology, Matt combines deep scientific expertise with decades of equity investing experience.
Topics include:
• Why biotech investing is a repeatable pr...
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 ...
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.
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...
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
•...
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.
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. ...
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.
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