Browsing Tag
russ koesterich
227 posts
The Investing Implications of Price Creep (Koesterich)
Tuesdayās April Consumer Price Index (CPI) report was generally received as providing more evidence that inflation is under…
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...
Has Tech Reached Its Top?
by Russ Koesterich, iShares Since last fall, technology companies have been helping pull the broader market higher.…
The Income Hunt: Opportunities Abroad
by Russ Koesterich, Portfolio Manager, iShares Investors often have a home country bias when it comes to…
Q2 Markets: Donāt Expect Smooth Sailing
by Russ Koesterich, iShares After a disappointing, frustrating and, at times, terrifying 2011, patient investors were rewarded…
How Rising Rates Will Affect Stocks (Koesterich)
by Russ Koesterich, iShares While recent market weakness, and the accompanying bond market rally, has tempered fears…
Investor Question: Gold or Gold Miners? (Koesterich)
by Russ Koesterich, iShares The Federal Reserve may be the best friend gold investors ever had. The…
Time to Exit Emerging Markets? (Koesterich)
āIs it time to sell emerging market equities?ā Thatās what many investors are wondering given that emerging market…
Shifting Focus: Behind Country Valuations Today
by Russ Koesterich, iShares As the European financial crisis raged last fall, investors were closely monitoring metrics…
The Case for Chinese Stocks (Koesterich)
by Russ Koesterich, Portfolio Manager, iShares China recently modestly lowered its annual growth target to 7.5% from 8%.…
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…
