After the Sell Off in Japan: 2 Reasons Not to Panic
Russ explains why Thursday’s market correction in Japan hasn’t changed his view that investors should consider a market weight to Japanese stocks.
Posts by Russ Koesterich
4 Market Risks Worth Worrying About
For investors wondering what might cause the next correction after Thursday’s market decline, Russ outlines the risks that keep him up at night.
4 Ideas for Today’s Low Inflation Environment
One silver lining of the weak US recovery: Inflation isn’t likely to be a problem for at least another 12 to 18 months. So what are the implications for investors? Russ explains.
Putting Cash to Work: 3 Ways to Enter the Market Today
With global equities up more than 25% since their bottom last June, many investors are wondering: “Is it too late to move cash from the sidelines to stocks?” No, says Russ, and he offers three ideas for where find value today.
POV: How the Fed will End QE
It has taken the Fed nearly five years to build up the size of its balance sheet through its quantitative easing program, so ending the stimulus is not going to be simple. Russ explains why it’s likely to be a slow process involving three distinct steps.
4 Reasons to Still Hold High Yield
With high yield spreads historically tight and prices at all-time highs, some market watchers are wondering whether it’s time to jump off the high-yield bandwagon. Russ weighs in and explains why this asset class is still worth holding.
POV: Time to Abandon Bonds?
While Warren Buffett has said that bonds are a “terrible” investment at the moment, Russ Koesterich, our chief investment strategist, takes a different view than the Oracle of Omaha. In this short video, he explains why investors shouldn’t abandon their fixed income holdings.
How to Take Advantage of the Great (Sector) Rotation
The real Great Rotation may just be a shift to cyclical sectors from defensive ones rather than a move to bonds from stocks. Russ explains and offers 3 ways to play this rotation.
3 Reasons to Explore the Frontier
Though frontier markets have outperformed developed and emerging markets so far this year, it’s not too late to explore the frontier. Russ offers three reasons to consider having a small strategic allocation to “pre-emerging” world equities.
Why Reinhart & Rogoff Still Matter
Despite Reinhart and Rogoff’s methodology mistakes, their widely cited paper’s basic conclusion still holds. Russ K warns that both policy makers and investors ignore it at their own peril.
