Refine Search

Search Results

Results 301–350 of 700 found.

Pockets of Value in the Stock Market
by Russ Koesterich of BlackRock, 4/20/15
Given the headwinds facing U.S. stocks, investors may want to consider tilting their stock portfolios toward these sectors and geographies offering relative value.

The Labor Market Recovery’s Missing Ingredient
by Russ Koesterich of BlackRock, 4/17/15
Why are so few Americans participating in the labor market even as jobs become more plentiful? Russ explains, noting two implications for investors.

Three Portfolio Moves to Consider Now
by Russ Koesterich of BlackRock, 4/16/15
While the first quarter largely played to script, there were a few surprises. Russ explains, noting three portfolio moves to consider as the second quarter kicks off.

When Will the Bull Market End?
by Russ Koesterich of BlackRock, 4/9/15
Russ explains why the stock market rally can continue, at least for another year.

Less Than Zero: The Implications of Negative Interest Rates
by Russ Koesterich of BlackRock, 4/3/15
Many bonds, mainly in Europe, are trading with a negative yield, meaning creditors are paying in order to lend money. Russ K explains, providing three implications for investors.

Beware Momentum Stocks in Sheep’s Clothing
by Russ Koesterich of BlackRock, 3/31/15
BlackRock Global Chief Investment Strategist Russ Koesterich discusses the risks in the so-called momentum stocks—as well as some that have been acting that way.

The Labor Market Conundrum: The Cyclical and the Secular
by Russ Koesterich of BlackRock, 3/26/15
Low workforce participation and slow wage growth are structural issues that the strengthening U.S. labor market must overcome in the long run.

Ingredients Missing for a Turnaround in Brazil
by Russ Koesterich of BlackRock, 3/16/15
Brazil has struggled in the past years, bogged down by unfavorable economic conditions including a collapse in growth. A recovery would hinge upon some much needed structural reforms.

Ingredients Missing for a Turnaround in Brazil
by Russ Koesterich of BlackRock, 3/14/15
Brazil has struggled in the past years, bogged down by unfavorable economic conditions including a collapse in growth. A recovery would hinge upon some much needed structural reforms.

Worries about the Looming Fed Hike Spill Over
by Russ Koesterich of BlackRock, 3/11/15
Many investors are anxious about a possible bubble in stock markets, but those fears seem overblown to us. The greater near-term danger may be a more aggressive Federal Reserve.

Why Holding Cash May Mean Losing Money
by Russ Koesterich of BlackRock, 3/10/15
There are many reasons to hold cash in your portfolio, but sometimes it can be too much of a good thing. Russ Koesterich explains the risks of a large cash position and offers some alternatives.

Searching for Yield Down Under
by Russ Koesterich of BlackRock, 3/5/15
The persistence of low yields has had investors searching for income high and low for a while now. Recently, investors are expanding their hunt to some less than obvious places.

The Most Important Number No One Is Talking About
by Russ Koesterich of BlackRock, 3/2/15
Economists are divided over the reasons behind the slowdown in U.S. productivity growth, but its effects on future economic growth are unquestionably negative.

The Most Important Number No One Is Talking About
by Russ Koesterich of BlackRock, 2/28/15
Economists are divided over the reasons behind the slowdown in U.S. productivity growth, but its effects on future economic growth are unquestionably negative.

Greece Clears First Hurdle: More to Come
by Russ Koesterich of BlackRock, 2/25/15
Early negotiations between Greece and its creditors brought about an extension to the bailout program, but talks could remain contentious. What should investors focus on during this time?

The Sectors Now on Shaky Ground
by Russ Koesterich of BlackRock, 2/11/15
Bond yields surged last week, putting some dividend-rich stocks (utilities, REITs) in a very vulnerable position. Could this be the end of their rally?

Outcome Investing: Blending Index and Active Strategies
by Russ Koesterich of BlackRock, 2/6/15
There is a lot to consider when building a portfolio. First and foremost, what is the end goal? Beyond that, investors need to also consider how much risk to take and over what time horizon? Another question that frequently comes up and is the source of many contentious debates: Should I consider indexed or active products? The simple and important answer is: both.

Seeking Value Amid Volatility
by Russ Koesterich of BlackRock, 2/3/15
Stocks struggled last week, and once again the losses were most pronounced in the United States. Financial markets remain highly volatile, with violent swings in the oil price and interest rates adding to the angst. With the Fed likely to start removing monetary accommodation, 2015 was bound to be a more volatile year than last.

The Next Act in the Greek Drama
by Russ Koesterich of BlackRock, 1/30/15
The outcome of Greece’s election suggests a prolonged period of heightened tensions and difficult negotiations with the troika. Compromises are possible, but reform efforts could fall by the wayside.

Why European Euphoria Isn?t Likely to Last
by Russ Koesterich of BlackRock, 1/28/15
The ECB took definitive action against deflation fears with a broad asset purchase program that impressed the markets. Here is a quick analysis of its impact on stocks and bonds beyond the short term.

No Need to Fear Low Oil Prices
by Russ Koesterich of BlackRock, 1/25/15
Oil markets are starting 2015 in a very different position than a year ago. It may be time to review your portfolio as cheaper oil may change the investment landscape and become the new reality.

How U.S. Stocks Lost Their Lead
by Russ Koesterich of BlackRock, 1/22/15
High expectations and valuations are making U.S. stocks more vulnerable to disappointments against a slowing world economy. It?s a good time to make sure your portfolio is truly international.

Looking Ahead: What the ECB Might Do
by Russ Koesterich of BlackRock, 1/17/15
The next European Central Bank policy setting meeting could bring about a new quantitative easing program. Would it be able to keep the eurozone from falling into a deflationary trap?

A Quick Look at the World Economy
by Russ Koesterich of BlackRock, 1/7/15
An assessment of where the different world economies stand, including a look at the United States, Europe and Asia.

Tips for Navigating The Market in 2015
by Russ Koesterich of BlackRock, 1/5/15
As the calendar turns to 2015, its time to assess the investing landscape and your investment portfolio to ensure youre well positioned for the New Year. The BlackRock List can help.

Inflation Is Not Traveling in the Right Direction
by Russ Koesterich of BlackRock, 1/2/15
Inflation is something that those of us in the investment community have been talking about for a while now. While some economists worry that the easy monetary policy of recent years will eventually lead to significant inflation, it is possible that too little inflation is on the horizon, not too much.

Stars Align This Holiday Shopping Season
by Russ Koesterich of BlackRock, 12/22/14
American consumers are in a better spending mood for many reasons. We think the final tally for holiday retail sales could differ from the gloomy picture some of the initial estimates had painted.

More Turbulence Ahead?
by Russ Koesterich of BlackRock, 12/16/14
Stocks and other risky assets experienced particularly violent moves last week, and given uneven global growth and the impending tightening of U.S. monetary conditions, I think we are likely to see more turbulence ahead. As I discuss in my weekly commentary, there are two forces driving the volatility.

Europe: Look for Value, Expect Volatility
by Russ Koesterich of BlackRock, 12/12/14
Greeces ruling coalition is at risk of losing its grip on power, which sent the countrys stocks and bonds dramatically down. Is this the beginning of another Greek crisis?

Three Winning Arguments for Japan
by Russ Koesterich of BlackRock, 12/11/14
I travel to Japan every year, normally around early December. The more time I spend there, the more I come to realize what a uniquely distinct country it is. On my trip last week, one of my Japanese colleagues pointed out that Tokyo was starting to allow taller office buildings. I assumed the previous limitation was a function of Japans location in a geologically active part of the Pacific. My friend politely laughed. The injunction was due to the fact that no building was supposed to look down on the Imperial Palace.

Dealing with Divergence
by Russ Koesterich of BlackRock, 12/10/14
From the Age of Recovery to the Age of Divergence, we look forward to 2015 with an overview of the investment world and explore the different themes that will matter in the New Year.

A Mix of Central Bank Action and Oil
by Russ Koesterich of BlackRock, 12/5/14
Central bank action and plunging oil prices have been wielding big influence over market movements in recent months. Russ K explains why the impact is likely to continue.

U.S. Economy: The Disconnect between Reality and Perception
by Russ Koesterich of BlackRock, 11/17/14
American sentiment remains weak despite encouraging improvement in economic fundamentals. We think sluggish growth in wages plays a major part in keeping optimism at bay.

U.S. Economy: The Disconnect between Reality and Perception
by Russ Koesterich of BlackRock, 11/15/14
American sentiment remains weak despite encouraging improvement in economic fundamentals. We think sluggish growth in wages plays a major part in keeping optimism at bay.

When Oil Prices Dip, Unexpected Winners Emerge
by Russ Koesterich of BlackRock, 11/12/14
A stronger dollar is one of the reasons that oil prices are low, which serves many energy-importing economies in Asia while weighing on large oil-producing nations.

Winners and Losers of the Dollars Recent Ascent
by Russ Koesterich of BlackRock, 11/7/14
The dollar recent rally can be attributed to a number of factors including a relatively solid U.S. economy, diverging central bank policies (the U.S. is preparing to tighten while the European Central Bank and the Bank of Japan are easing), and long-term changes in trade flows, particularly around the energy sector. We expect most of these trends to continue, and here are three key implications of a rising dollar.

What Stimulus Overseas could mean for U.S. Investors
by Russ Koesterich of BlackRock, 11/6/14
Could the end of easy money in the United States be the beginning of even more stimulus everywhere else? Russ explains.

As the Market Rebounds, Two Opportunities Bubble to Top
by Russ Koesterich of BlackRock, 10/29/14
Stocks staged a strong rebound last week. Russ discusses where he sees value in the market looking forward.

Four Investor Takeaways from the Recent Volatility Spike
by Russ Koesterich of BlackRock, 10/27/14
Last week market volatility spiked to the highest level since 2011. To some degree, this should not come as a shock; weve been in an unusually quiet period that was due to end at some point and now has.

The Sell-Off Continues, But an Opportunity Appears
by Russ Koesterich of BlackRock, 10/15/14
In recent weeks, investors have been contending with two trends: anxiety over a change in Fed policy and evidence of a slowdown in the global economy. While global growth is likely to remain below historic norms, it is not collapsing. This suggests that investors should be positioned for a slow growth environment, not another recession. This, in turn, implies taking some selective risk in asset classes that have become less expensive as a result of the sell-off. One example of an asset that warrants another look: U.S. high yield bonds.

Why You Should Stick With Tech Stocks
by Russ Koesterich of BlackRock, 10/9/14
Recent stock market losses have engendered a good deal of investor angst about technology stocks, but Russ believes anxiety over the technology sector is premature. In fact, it remains one of his favorite sectors. Heres why.

Many Investors Still Fear Stocks: Good News for Markets?
by Russ Koesterich of BlackRock, 9/26/14
The economy and the stock market are no longer depressed, yet the share of U.S. adults who own stocks remains at multi-year lows. Russ explains why investors havent yet fully embraced equities and what this could mean for longer-term stock market performance.

Three Reasons to Consider EM Asia
by Russ Koesterich of BlackRock, 9/25/14
Though EM stocks have been struggling of late, Russ still believes investors should have emerging market exposure, particularly in emerging Asia. He provides three reasons why.

Two Themes Investors Should Focus on Now
by Russ Koesterich of BlackRock, 9/22/14
With countries growth, monetary policy and market performance increasingly diverging, Russ shares two themes investors should focus on as year-end approaches.

What the Scottish Referendum & Fed News Could Mean for Investors
by Russ Koesterich of BlackRock, 9/18/14
Last weeks stock losses were partly a reflection of investors looking ahead to the Scottish independence vote this Thursday and the Federal Reserve (Fed)s statement on Wednesday. Russ weighs in on the investing implications of these two big news events.

A Global Growth Slowdown?
by Russ Koesterich of BlackRock, 9/10/14
As 2014 is shaping up to be another year of below-trend economic growth, many investors are wondering: Is economic growth once again slowing? Russ explains why his answer is no.

Three Investing Lessons from the Napa Earthquake
by Russ Koesterich of BlackRock, 8/29/14
Last weeks Bay Area earthquake was a stark reminder that there are risks to living in California. It also was a violent, but good, metaphor for the dangers lurking in financial markets. Russ shares three investing lessons and one busted movie myth that he took away from the Napa earthquake.

Active or Passive? How to Blend Aspects of Both
by Russ Koesterich of BlackRock, 8/25/14
While the official debate between active and passive investing strategies will never truly be settled, Russ advocates embracing a simple approach that blends aspects of both, and he provides five criteria to consider as youre figuring out the right mix for you.

Bad News is Good A Hard Habit for Investors to Kick
by Russ Koesterich of BlackRock, 8/19/14
Last weeks market performance proved that investors are having a hard time kicking a certain habit: treating bad news as good. Russ explains, suggesting that investors continue to focus on relative value.

What Middle East Tensions Mean for Oil Prices & Equity Portfolios
by Russ Koesterich of BlackRock, 8/15/14
With turmoil in the Middle East dominating headlines, many investors are wondering what the recent and growing unrest in the region means for oil prices and for equity portfolios. Russ explains why oil prices are likely to remain elevated for the foreseeable future and why theres a strong case for sticking with energy stocks even if oil prices dont spike.
Results 301–350 of 700 found.