Browsing Tag
russ koesterich
227 posts
Russ Koesterich: Three Reasons the Dollar Should Strengthen This Year
Russ explains why the U.S. dollar is likely to strengthen in 2014, and what this means for various…
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...
Russ Koesterich: How High Can US Stocks Go this Year?
Russ explains why last year’s combination of significant multiple expansion and higher interest rates suggests more muted gains…
Russ Koesterich: A Better Economy May Not Necessarily Be Better For Stocks
Russ K explains why an improving economy doesn’t necessarily mean another stellar year for U.S. equities. by Russ…
Russ Koesterich: A Look Ahead at 2014
Last week, Russ shared his annual look back at his 2013 economic and investment calls. Now, it’s time…
The Year of the Horse: 3 Reasons Chinese Stocks Could Gallop Ahead in 2014
While Chinese stocks have massively underperformed their U.S. and developed market counterparts year to date, Russ explains the…
Russ Koesterich: The Most Likely Taper Timing
by Russ Koesterich, Portfolio Manager, Blackrock Investment Economic news was generally positive last week, with the highlight being…
Nasdaq 4000: Stocks are Not Behaving Like It’s 1999
The Nasdaq Composite made news last week, moving past the 4,000 mark for the first time in 13…
Are Emerging Markets Re-emerging?
Emerging market stocks have started to outperform developed market equities. We believe that investors should maintain a long-term…
December Taper or Not: Two Reasons Easy Money Will Likely Continue
Many market watchers are obsessed with when the Fed will begin tapering. However, those who expect the start…
In a Real (But Uneven) Recovery: Where to Remain Cautious
Last week brought evidence that while the U.S. recovery is uneven, it’s happening. For investors, the big takeaway…
Is Europe Making a Comeback?
A move by the European Central Bank to cut interest rates to a record low of 0.25% has…
Are We In Global Bubble Territory? Not Yet
While U.S. stocks are no longer cheap, most valuation metrics refute the notion that global equities are in…
4 Reasons Japan Could Continue to be the Land of the Rising Stock Market
Japan has been the land of rising stocks this year -- Japanese equities are up nearly 40% year-to-date.…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
Two More Reasons to Like Equities: Growth & Inflation
Russ offers more evidence supporting his preference for equities over bonds: Historically equities have tended to outperform bonds…
