3 Economic Scenarios for 2012
3 Economic Scenarios for 2012 by Russ Koesterich, Portfolio Manager, iShares January 5, 2012 As 2011 draws [drew]…
January 6, 2012
A Portfolio (or Two) for a Binary World (Koesterich)
Will the global economy continue to muddle along, stuck in this slow growth environment? Or is it headed…
January 6, 2012
A Look Back at 2011's Calls (Koesterich)
Last December, I shared my economic forecast for 2011, along with a series of investment calls. Nearly every…
January 3, 2012
Where Falling Inflation Means Rising Valuations (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares One silver lining of the current slow growth environment is that inflation…
December 29, 2011
The Argument for Stocks & A Region to Consider (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares “Why own stocks in the first place?” Many investors are asking this…
December 21, 2011
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…
December 18, 2011
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…
December 9, 2011
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.…
December 6, 2011
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,…
November 24, 2011
The Case for CASSH (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares Many investors believe that all developed markets are stuck in a slow-growth…
November 23, 2011
Getting Granular with Emerging Markets
by Russ Koesterich, Portfolio Manager, iShares Thirty years ago, financial shocks mainly originated in emerging markets. Today, as…
November 20, 2011
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…
November 17, 2011
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…
November 16, 2011