Drilling Down for Bargains After Oil’s Decline The recent collapse in oil prices has placed pressure on a range of asset classes related to energy. Russ shares where ...Read more Comments Off on Drilling Down for Bargains After Oil’s Decline
Given the expanding role of China's currency in international trade and finance, Russ weighs in with his outlook for the yuan. by Russ Koesterich, Portfolio Manager, Blackrock China ...Read more Comments Off on Is the Yuan the New Greenback?
One Silver Lining of Slower Global Growth Russ explains why today’s economic environment, characterized by monetary stimulus meant to combat slower-than-expected economic growth, is helping many of the ...Read more Comments Off on One Silver Lining of Slower Global Growth
While the first quarter largely played to script, there were a few surprises. Russ explains, noting three portfolio moves to consider as the second quarter kicks off. by ...Read more Comments Off on Three Portfolio Moves to Consider Now
Despite mostly downside surprises from U.S. economic data, hopes of a slower pace in interest rate normalization from the Federal Reserve pushed U.S. stocks and bonds upward. by ...Read more Comments Off on What's Driving U.S. Stocks? Irony.
A look back at the Federal Reserve’s past tightening cycles helps shed light on the possible impact of the upcoming interest rate hike on U.S. stocks. by Russ ...Read more Comments Off on Can U.S. Equity Still Deliver if the Fed Hikes?
Bond yields surged last week, putting some dividend-rich stocks (utilities, REITs) in a very vulnerable position. Could this be the end of their rally? by Russ Koesterich, Portfolio ...Read more Comments Off on The Sectors Now on Shaky Ground
Where to Look For Opportunities Amid Turbulence Despite some wild market swings, good value can still be found, especially in non-U.S. stocks. Monetary policies and other factors are ...Read more Comments Off on Where to Look For Opportunities Amid Turbulence
High expectations and valuations are making U.S. stocks more vulnerable to disappointments against a slowing world economy. It’s a good time to make sure your portfolio is truly ...Read more Comments Off on How U.S. Stocks Lost Their Lead