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.
How to invest using quantitative models | Ori Ben-Akiva
How is quantitative investing changing?
In this episode of Without Boundaries, Jon Eggins, Head of Portfolio Management at Russell Investments, speaks with Ori Ben-Akiva, Director of Portfolio Management at Man Numeric. They discuss how quantitative investing works and how Man Numeric uses models to analyze markets and inform portfolio decisions.
In this episode, Ori Ben-Akiva explains:
• How Man Numeric uses data and rules-based models to inform portfolio decisions
• How quantitative models adapt to changing markets and what past quant winters have taught the firm
• How artificial intelligence, data science and large language models are being applied to investment research
• Why emerging markets can offer opportunities for quantitative investment strategies
• How electronic trading is helping systematic credit strategies model transaction costs and portfolio implementation
Man Numeric is a specialist manager in Russell Investments’ open-architecture platform. Russell Investments works with Man Numeric across equity strategies and has expanded the relationship into fixed income, including Global High Yield.
8 Sept 2026
How I invest in credit through the AI boom| Bruce Richards
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 investors today.
8 Jun 2026
Kirsten Bartok Touw: Investing in the future of defense and space
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 explains why understanding both technological development and government priorities is critical in sectors such as defense and space. Topics include: • How investors identify emerging opportunities in aerospace, defense and space • The rise of "neo-primes" and the changing defense innovation ecosystem • Why space is becoming critical infrastructure for communications and data • How to evaluate technology readiness and avoid investing too early • Lessons learned from backing founders building transformational businesses
24 Apr 2026
David Foley: Investing in the next energy cycle
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 competitive edge is more important than ever in a crowded market.
The conversation also looks at the growing gap between electricity supply and demand, driven by data centers, reshoring of manufacturing and years of underinvestment in infrastructure. David explains how these dynamics are creating opportunities across the energy ecosystem, and how public-private partnerships are playing a critical role in delivering large-scale energy infrastructure.Topics include:• How private equity has evolved and why specialization is now essential• What is driving the renewed growth in electricity demand• Why underinvestment in the grid is creating structural opportunities• The role of private capital and public-private partnerships in building energy infrastructure• Real world examples of investing across the energy transition
10 Mar 2026
Matt DeCicco: Small-cap biotech with big ideas
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 process even when revenues are years away
The small-cap opportunities in oncology and rare diseases
How conviction, clinical evidence and price trends impact portfolio allocations
The role of AI in speeding drug discovery and creating differentiation across companies
Developing Russell Investments’ customized biotech strategy for high-growth healthcare
29 Jan 2026
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.
26 Jan 2026
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.
11 Dec 2025
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.
19 Nov 2025
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
10 Nov 2025
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.
21 Oct 2025
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.
10 Sept 2025
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.
14 Aug 2025
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.
8 Jul 2025
Tariff Trades and Shark Tales
Chris Joye explains how Coolabah Capital uses technology and human expertise to capitalize on bond mispricings and recounts saving a surfer from a shark using a drone.
26 Jun 2025
That Crazy Aussie Shop
Chris Joye, founder of Coolabah Capital, details building a $15 billion bond shop with a contrarian trading approach and strong ties to Australian and New Zealand rugby in this interview.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
7,412,045
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
7 ratings
Podcast Authority Score: 32 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
18
Social presence
0
YouTube
86
Engagement
32
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