Archives by: Russ Koesterich, Portfolio Manager, Blackrock

Russ Koesterich, Portfolio Manager, Blackrock

Russ Koesterich, Portfolio Manager, Blackrock Posts

The surprising way the bond market matters for stocks

Bond Market Fixed Income Insight Markets Outlook US Stocks
by Russ Koesterich, Portfolio Manager, Blackrock Stocks are expensive by most measures. Russ discusses why the bond market can impact whether that can be sustained. One of the ...
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High yield’s diminishing appeal

ETFs Fixed Income High Yield Insight Markets Outlook
by Russ Koesterich, Portfolio Manager, Blackrock High yield bonds have been investor favorite the last year and a half. Russ discusses why that may not last. Equities are ...
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Energy and financials: The value within value

Energy & Natural Resources Insight Markets Oil and Gas Outlook value investing
by Russ Koesterich, Chief Investment Strategist, Blackrock Investments Value stocks have started to show signs of life. Russ discusses why energy and financial stocks are currently the best ...
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Value: Dead or just slumbering?

Insight Markets Outlook US Stocks value investing
by Russ Koesterich, Portfolio Manager, Blackrock alue stocks have largely sat out the broader market rallies this year. Russ explains why, and what could spark a return to ...
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Gold shines as Washington stumbles

Gold Insight Markets Outlook Precious Metals
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses the trend behind the surprising gold rally this year, and why the political drama in D.C. means it may continue. ...
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Is high yield today more resilient to oil volatility? Not at any price

Fixed Income High Yield Insight Markets Oil and Gas Outlook
by Russ Koesterich, Portfolio Manager, Blackrock High yield is not responding to the fall in oil prices like it’s 2016. Russ talks why the pain point is lower ...
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Don’t fear the commodity slump—yet

Commodities Insight Markets Oil and Gas Outlook
by Russ Koesterich, Portfolio Manager, Blackrock So far it has been a great year—at least for paper assets. Long-dated U.S. Treasuries are up 4%, high yield 6%, the ...
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Into Thin Air

Insight Markets Outlook US Stocks
by Russ Koesterich, Portfolio Manager, Blackrock Stocks are getting expensive by traditional measures. Russ takes a look at what history tells us about what could happen next. Despite ...
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What’s behind the tech selloff?

ETFs Insight Markets Outlook Technology US Stocks
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why many technology stocks have tumbled recently, without any obvious reason. On the surface things appear calm. The S&P 500 ...
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International stocks: Popular but not too popular

Global Investing Insight Markets Outlook Stocks
by Richard Turnill, BlackRock Global Chief Investment Strategist, Blackrock Emerging market and European equities are becoming consensus trades, but we believe they still have room to run. Richard ...
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