Without Boundaries™
Welcome to the Russell Investments podcast with Jon Eggins, where we take you behind portfolios to talk to the investors and thinkers who shape how markets move in the real world.
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Rich Clarida — Former Fed Vice Chair, Global Economic Advisor at PIMCO
Episode 7: Rich Clarida on Fed Duets, Fiscal Policy, and The Fragmentation Era
Former Fed Vice Chair Rich Clarida unpacks 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
Sir Mick Davis — Founder and Managing Partner, Vision Blue
Episode 6: Why good rocks make great investments
Sir Mick Davis, mining legend and founder of Vision Blue Resources, reveals what decades of finding good rocks in the ground and building great companies can teach today’s investors.
This wide-ranging conversation explores:
How finding “good rocks” translates into investing in quality assets with long-term potential.
The role of critical minerals in powering the global energy transition and electrification of countries.
Why geopolitics and supply chains now define competitive advantage in the mining industry.
Sir Mick Davis — Founder and Managing Partner, Vision Blue
Episode 6: Why good rocks make great investments
Sir Mick Davis, mining legend and founder of Vision Blue Resources, reveals what decades of finding good rocks in the ground and building great companies can teach today’s investors.
This wide-ranging conversation explores:
How finding “good rocks” translates into investing in quality assets with long-term potential.
The role of critical minerals in powering the global energy transition and electrification of countries.
Why geopolitics and supply chains now define competitive advantage in the mining industry.
Matt Hudson — Portfolio Manager, Wellington
Episode 5: Timing is everything: How to get growth right
Picking the right growth stock isn’t a matter of what but when. In our latest episode, Wellington’s Matt Hudson explains how his investment philosophy has shaped his approach to analyzing growth 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 — CIO of Global Fixed Income, BlackRock
Episode 4: Unconstrained and 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.
Kate El-Hillow — President and CIO, Russell Investments
Episode 3: 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.
Chris Joye — CIO, Coolabah Capital
Episode 2: Tariff trades and shark tales (Coolabah part II)
Chris Joye discusses how Coolabah successfully traded the Trump administration’s rollout of reciprocal tariffs, the firm’s use of data science 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.
Chris Joye — CIO, Coolabah Capital
Episode 1: That crazy aussie shop (Coolabah part I)
In our first episode, Chris Joye, founder and CIO of Coolabah Capital Investments, discusses Coolabah’s contrarian approach to trading credit, how he built a $15 billion bond shop against odds and his strong ties to rugby in Australia and New Zealand.
About the show
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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About the host
Meet Jon
Jon Eggins is the Managing Director and Head of Portfolio Management at Russell Investments. He leads the global team responsible for managing multi-asset, fixed income, and equity portfolios. This team is accountable for all aspects of portfolio management, including performance oversight, asset allocation, manager selection, portfolio construction, continuous monitoring, and client communications. In addition to his leadership responsibilities, Jon maintains portfolio management duties for global equity portfolios.
Previously, Jon served as Head of Global Equities, overseeing the firm’s global equity funds and separate accounts. Prior to that, he was a Senior Portfolio Manager with responsibility for Russell Investments’ U.S. Small Cap funds.
Earlier in his career, Jon was a Senior Research Analyst in the firm’s Investment Practice team, where he developed investment tools, analytics, and forums that support the firm’s investment process. He was instrumental in integrating strategist inputs into portfolio management and designing proprietary risk and portfolio management systems.
Jon began his career at Russell Investments in 2003 in Sydney, Australia, before relocating to the firm’s Seattle headquarters in 2008. As a Research Analyst, he evaluated U.S. equity managers and global tactical asset allocation strategies.
Jon has a strong academic background. He taught economics and econometrics at the University of New South Wales and served as a lecturer in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was recognized as the Outstanding Lecturer in a Post-graduate Program in 2007. His collaborative research on stock market index construction and manager performance evaluation has been published in both practitioner and academic journals.
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