Browsing Tag
russ koesterich
227 posts
How U.S. Stocks Lost Their Lead
High expectations and valuations are making U.S. stocks more vulnerable to disappointments against a slowing world economy. It’s…
Prepare, Don’t 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 won’t come down anytime soon, and the growing correlation between stocks and bonds...
It’s About the Fed
Geopolitical and political forces and a pending Federal Reserve interest rate increase are fueling wild market fluctuations, portending…
When Oil Prices Dip, Unexpected Winners Emerge
A stronger dollar is one of the reasons that oil prices are low, which serves many energy-importing economies…
Where to find Opportunity in Today’s Pricey Markets
While most developed markets are richly priced, there’s one country that has caught our attention. Heidi Richardson, head…
What Stimulus Overseas Could Mean for U.S. Investors
Could the end of easy money in the United States be the beginning of even more stimulus everywhere…
Three Reasons Interest Rates Could Stay Low, and What This Means for Portfolios
Russ provides three reasons why interest rates are likely to remain historically low for an extended period of…
Four Investor Takeaways from the Recent Volatility Spike
Russ explains why the recent elevation in market volatility is normal and shares his four key takeaways from…
Equity Opportunities after Last Week’s Losses
Last week was another difficult one for equity markets. Russ provides the key facts about the global economy…
Why You Should Stick With Tech Stocks
Recent stock market losses have engendered a good deal of investor angst about technology stocks, but Russ believes…
News or Noise?
Heather Pelant offers two principles that can help you see what’s behind big headlines and make investment decisions…
A Good Time to Check Your Bond Portfolio
Bond market volatility has been on the rise lately, albeit from very low levels, leaving many investors wondering…
Two Lessons from Last Week’s Sell-Off
While Russ doesn’t believe that last week’s sell-off reflects a fundamental shift in market conditions, he writes that…
Many Investors Still Fear Stocks: Good News for Markets?
Many Investors Still Fear Stocks: Good News for Markets? The economy and the stock market are no longer…
Two Themes Investors Should Focus on Now
With countries’ growth, monetary policy and market performance increasingly diverging, Russ shares two themes investors should focus on…
Three Investing Implications of an Uneven Global Economy
Economic growth is strengthening in some parts of the world, while it’s slipping in others. What does the…
