Why Warren Buffett is Wrong About Gold (Koesterich)
No investment topic elicits as divergent, impassioned, and occasionally violent opinions as gold. Many investors will readily admit…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Inflation Inferno? Maybe in 2013 and Beyond
In a controversial new paper, a staff economist at the Federal Reserve Bank of St. Louis warns that…
Bond ETF Idea: Commercial Mortgage Backed Securities
by Matt Tucker, Managing Director, Fixed Income,Ā iShares ABS, MBS, CMBS.Ā Navigating your way around the various fixed…
To Trade or Not to Trade: The Perils of Chasing āPremiumā Opportunities
As I have discussed before, the fixed income ETF industry has taken off in the past few years,…
A Tailwind for Gold? Low Rates.
In recent months, the Federal Reserve (Fed) and the European Central Bank (ECB) have been lowering ā or…
The Outlook for Oil
āAre we headed for another oil shock and if so what are the investment implications?ā Many investors are…
Accessing Emerging Markets While Keeping Risk in Check
by Daniel Morillo, Ph. D, iShares One of the most common conversations weāve been having with clients recently…
Sector Investing: Not Just for Equities Anymore
Think for a minute, if you will, about your equity portfolio. Do your investments there reflect any sentiment…
Mega Caps: Where the Profits Are
As I recently pointed out, despite mega capsā recent outperformance, the stocks remain cheap on both a relative…
The Case Against Long-Term Treasuries
by Russ Koesterich, Portfolio Manager, iShares Just last week, the yield on 10-year Treasury notes slid in response…
Back to the Gold Standard ā and the Great Depression (Video)
One of the central tenants of Ron Paulās presidential campaign is a return to the gold standard. In…
What the Bond Market Knows That You Donāt
by Matt Tucker, iShares A picture is worth a thousand words: Equity Performance vs. Bond Yields Source: Bloomberg…
Where to Find Good Value in Europe (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Call #1: An Update on Europe & Overweight Norway While there have…
The Continuing Case for Mega Caps (Koesterich)
Last year, mega-cap companies were cheaper and more profitable than their smaller counterparts. Thatās why I continuously advocated…
After the US Utilities Rally & A New View of India (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Call #1: Underweight US utilities sector The US utilities sector was a…
