The surprising way the bond market matters for stocks
by Russ Koesterich, Portfolio Manager, Blackrock Stocks are expensive by most measures. Russ discusses why the bond market…
High yieldâs diminishing appeal
by Russ Koesterich, Portfolio Manager, Blackrock High yield bonds have been investor favorite the last year and a…
Energy and financials: The value within value
by Russ Koesterich, Chief Investment Strategist, Blackrock Investments Value stocks have started to show signs of life. Russ…
Value: Dead or just slumbering?
by Russ Koesterich, Portfolio Manager, Blackrock alue stocks have largely sat out the broader market rallies this year.…
Gold shines as Washington stumbles
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses the trend behind the surprising gold rally this year, and…
Is high yield today more resilient to oil volatility? Not at any price
by Russ Koesterich, Portfolio Manager, Blackrock High yield is not responding to the fall in oil prices like…
Donât fear the commodity slumpâyet
by Russ Koesterich, Portfolio Manager, Blackrock So far it has been a great yearâat least for paper assets.…
Whatâs behind the tech selloff?
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why many technology stocks have tumbled recently, without any obvious…
International stocks: Popular but not too popular
by Richard Turnill, BlackRock Global Chief Investment Strategist, Blackrock Emerging market and European equities are becoming consensus trades,…
Reflation (as we define it) has room to run
by Jean Boivin, PhD, Head of Economic and Markets Research at the BlackRock Investment Institute Reflation means different…
Keep your eyes on the credit markets, not Washington
With political uncertainty on the rise in D.C., will market volatility spike? Russ discusses why the economy and…
What I learned at the Milken Conference
What I learned at the Milken Conference by Russ Koesterich, Portfolio Manager, Global Asset Allocation Team, Blackrock Russ…