Archives by: Russ Koesterich, Portfolio Manager, Blackrock

Russ Koesterich, iShares

Russ Koesterich, iShares Posts

What’s Driving Markets These Days? Not Economic Data

What’s Driving Markets These Days? Not Economic Data
by Russ Koesterich, Portfolio Manager, iShares Despite generally better-than-expected economic data and a good earnings season, stocks remain stuck in the same trading range they’ve been in since ...
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4 Portfolio Moves for a Long-Term European Debt Crisis (Koesterich)

4 Portfolio Moves for a Long-Term European Debt Crisis (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares In recent weeks, governments across the world have stepped up efforts to address the European debt crisis. Major central banks announced a ...
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Fading Market Risks and Bright Opportunities (Koesterich)

Fading Market Risks and Bright Opportunities (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Call #1: Some risks to the global economy appear to be fading. Global equities rallied last week, pushing stocks back toward their ...
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Three Reasons Europe is Failing to Act (Koesterich)

Three Reasons Europe is Failing to Act (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Despite recent progress toward necessary fiscal reforms in Greece, Italy and Spain, bond investors have been abandoning European markets and driving up ...
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The Case for CASSH (Koesterich)

The Case for CASSH (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Many investors believe that all developed markets are stuck in a slow-growth purgatory characterized by high unemployment and excessive debt. But truth ...
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Getting Granular with Emerging Markets

Getting Granular with Emerging Markets
by Russ Koesterich, Portfolio Manager, iShares Thirty years ago, financial shocks mainly originated in emerging markets. Today, as we are all too well aware, those financial shocks are ...
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A Risk Lurking in October's Retail Sales (Koesterich)

A Risk Lurking in October's Retail Sales (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares According to the Commerce Department, retail sales rose 0.5% in October, higher than the 0.3% economists had forecast, thanks in part to a ...
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Why US Equities Look Expensive, but Japan Does Not (Koesterich)

Why US Equities Look Expensive, but Japan Does Not (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Call #1: Lower to Neutral on US Equities I’m downgrading my view of US equities to neutral from overweight. Since I first ...
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