Browsing Tag
russ koesterich
227 posts
Why China has Become a Value Play
by Russ Koesterich, Chief Global Strategist, iShares Russ explains why itās time for investors to change how they…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
7 Things Investors Should Know Now
by Russ Koesterich, Chief Global Strategist, iShares Earlier this month when I provided a quick halftime look at…
Why Stocks Can Move Higher
by Russ Koesterich, Chief Global Strategist, iShares Global equities rallied last week after a sharp pullback in US…
Why Itās Time to Pay Attention to Europe Again
by Russ Koesterich, Chief Global Strategist, iShares It has been almost a year since European Central Bank (ECB)…
Is Now a Good Time to Buy Gold?
by Russ Koesterich, Chief Global Strategist, iShares Gold prices are down roughly 25% in 2013 and the precious…
Preparing for the Second Half of 2013
by Russ Koesterich, iShares Weāve officially entered the second half of the year, and after the erratic market…
We Got a Volatile (Bond) Situation: 3 Investing Ideas
by Russ Koesterich, iShares As a general rule, if you arenāt prone to thrill seeking, you tend to…
Two Ways to Play the U.S. Energy Boom
by Russ Koesterich, iShares The US energy industry is undergoing a renaissance. As I explain in my new…
Despite More Downside Risk, Stick with Stocks (Koesterich)
by Russ Koesterich, iShares In the past week, weāve witnessed a violent shift in market sentiment amid fears…
The Case for Rotating into (Select) Defensive Sectors (Koesterich)
by Russ Koesterich, iShares As it turned out, the most recentĀ Great (Sector) Rotation was short lived and perhaps…
3 Reasons to Consider Spanish Stocks
by Russ Koesterich, iShares Europe is far from out of the woods. Bond yields in Italy and Spain…
How to Take Advantage of the Great (Sector) Rotation
One beneficiary of the 2013 US stock market rally: defensive sectors. Until recently, classic defensive sectors like utilities,…
Beyond Gold: 4 Reasons to Think Energy
by Russ Koesterich, Portfolio Manager, Blackrock / iShares While the selloff in gold has dominated headlines lately, another…
CASSH-ing Out (Koesterich)
by Russ Koesterich, iShares In late 2011, I introduced the concept of investing in the CASSH countries ā…
Has Gold Lost its Luster (Koesterich)
by Russ Koesterich, iShares Of all the investment topics Iāve discussed with clients, whether to invest in gold…
