Browsing Tag
russ koesterich
227 posts
Beware of Overreaching for Yield
Recently released minutes from the Fed’s Open Market Committee (FOMC) suggest that the U.S. central bank is in…
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...
Bubble Bursting? Only for Biotech & Internet Stocks
The recent sluggish performance of U.S. stocks is leading some market watchers to question whether we’re witnessing the…
Why Chinese Stocks May Still Make Sense Over the Long Run
Many investors have been concerned about the Chinese market lately and are asking Russ whether they should abandon…
What Investors Need to Know about Rising Rates
Janet Yellen’s first FOMC press conference as the new Federal Reserve Chair confirmed some market assumptions, but also…
A Year of Reversals Amid a Search for Value
Stocks have traded in a relatively narrow range for the past two weeks, but beneath the surface, some…
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While it’s not…
Four Reasons Businesses Could Begin Spending Again Soon
Despite record profits and exceptionally high corporate cash levels, capital spending by U.S. businesses remains subdued. Russ explains…
Three Reasons Europe Deserves Another Look
As investors steer clear of emerging markets and U.S. equities, flows into developed markets overseas are gaining momentum.…
Happy Birthday, Bull Market
On March 9, 2009, the stock market bottomed amid the throes of the financial crisis, and the next…
Treading Water: Four Economic & Market Trends Likely to Continue in 2014
Like stocks last week, economic fundamentals are treading water. Russ explains the economic and market trends that are…
Three Truths About Emerging Market Investing
The recent emerging market selloff is a good reminder of three truths about investing in the asset class.…
Why 'Buying What You Know' is a Flawed Strategy
While it may be comforting, concentrating your portfolio in your region or home country is a mistake. Investors…
After Last Week’s Sell-off: More Volatility Ahead
Russ explains the two major factors behind last week’s U.S. equity market sell-off as well as why investors…
Russ Koesterich: Where to Cash In – Small Caps
Russ explains why investors looking to lighten up on last year’s winners should consider trimming exposure to U.S.…
