Browsing Tag
russ koesterich
227 posts
Value: Dead or just slumbering?
by Russ Koesterich, Portfolio Manager, Blackrock alue stocks have largely sat out the broader market rallies this year.…
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…
Momentum may be running out of momentum
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why momentum, which has thrashed value this year, could struggle…
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…
Why stock market tranquility is unlikely to last
by Russ Koesterich, Portfolio Manager, Blackrock Stock markets have been very quiet lately, but as we get ready…
What Happened to the Bull Market?
What Happened to the Bull Market? by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why the bull market…
How I learned to stop worrying and love the bond
How I learned to stop worrying and love the bond Low yields, potential volatility: Why even hold bonds?…
Drilling Down for Bargains After Oil’s Decline
Drilling Down for Bargains After Oil’s Decline The recent collapse in oil prices has placed pressure on a…
Is the Yuan the New Greenback?
Given the expanding role of China's currency in international trade and finance, Russ weighs in with his outlook…
One Silver Lining of Slower Global Growth
One Silver Lining of Slower Global Growth Russ explains why today’s economic environment, characterized by monetary stimulus meant…
Three Portfolio Moves to Consider Now
While the first quarter largely played to script, there were a few surprises. Russ explains, noting three portfolio…
What's Driving U.S. Stocks? Irony.
Despite mostly downside surprises from U.S. economic data, hopes of a slower pace in interest rate normalization from…
Can U.S. Equity Still Deliver if the Fed Hikes?
A look back at the Federal Reserve’s past tightening cycles helps shed light on the possible impact of…
The Sectors Now on Shaky Ground
Bond yields surged last week, putting some dividend-rich stocks (utilities, REITs) in a very vulnerable position. Could this…
Where to Look For Opportunities Amid Turbulence
Where to Look For Opportunities Amid Turbulence Despite some wild market swings, good value can still be found,…
