Russ Koesterich: Three Reasons the Dollar Should Strengthen This Year
Russ explains why the U.S. dollar is likely to strengthen in 2014, and what this means for various…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Russ Koesterich: How High Can US Stocks Go this Year?
Russ explains why last year’s combination of significant multiple expansion and higher interest rates suggests more muted gains…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesn’t necessarily mean another stellar year for U.S. equities. by Russ…
Russ Koesterich: A Look Ahead at 2014
Last week, Russ shared his annual look back at his 2013 economic and investment calls. Now, it’s time…
The Year of the Horse: 3 Reasons Chinese Stocks Could Gallop Ahead in 2014
While Chinese stocks have massively underperformed their U.S. and developed market counterparts year to date, Russ explains the…
Nasdaq 4000: Stocks are Not Behaving Like It’s 1999
The Nasdaq Composite made news last week, moving past the 4,000 mark for the first time in 13…
December Taper or Not: Two Reasons Easy Money Will Likely Continue
Many market watchers are obsessed with when the Fed will begin tapering. However, those who expect the start…
In a Real (But Uneven) Recovery: Where to Remain Cautious
Last week brought evidence that while the U.S. recovery is uneven, it’s happening. For investors, the big takeaway…
Are We In Global Bubble Territory? Not Yet
While U.S. stocks are no longer cheap, most valuation metrics refute the notion that global equities are in…
4 Reasons Japan Could Continue to be the Land of the Rising Stock Market
Japan has been the land of rising stocks this year -- Japanese equities are up nearly 40% year-to-date.…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
Two More Reasons to Like Equities: Growth & Inflation
Russ offers more evidence supporting his preference for equities over bonds: Historically equities have tended to outperform bonds…
Nervous About Investing? One Step to Start Today
Why the Core matters and how to get started. by Jessie Zymanski, Vice President, Blackrock My friends and…
The Bigger Threat Than a U.S. Government Shutdown
by Russ Koesterich, Portfolio Manager, Blackrock Most headlines today are focusing on the looming possibility of a government…
EM Countries Best Poised to Weather the End of Easy Money
What will happen to emerging market assets when the Fed inevitably begins to wind down its asset purchase…
