In recent weeks, governments around the world have stepped up efforts to solve the European debt crisis. While Russ believes European leaders will address the outstanding issues in time to avoid a sovereign debt collapse, here are four investing ideas to consider if you expect the crisis to drag on.
We’re not out of the woods yet, but Russ explains which two positive developments spurred the recent stock market rally. He also gives three reasons for liking the energy sector.
With the failure of the Congressional super committee, the US economy is now poised to experience a significant slowdown in 2013. Russ explains how that slowdown could bring the United States closer to a recession.
Australia’s strong banking sector is one reason the country is expected to grow faster than larger developed markets. In this post Russ explains how the country’s “Four Pillars” policy has helped fuel Aussie banks’ strength.
Despite signs that efforts are heating up to help ease Europe’s sovereign debt crisis, Russ explains why one to two quarters of negative growth now represents the best case scenario for Europe.
It’s not just US politicians who are failing to adequately address sovereign debt problems. European politicians and policy makers are too. Russ provides three reasons why and what this means for investors.
Not all developed markets are stuck in a slow-growth environment. Certain smaller developed countries – what Russ is calling the CASSH countries – appear fundamentally stronger than their larger counterparts. Learn which five countries Russ believes are likely to hold up much better in the long term than their larger neighbors.
The Congressional super committee’s failure to reach a debt accord will not unleash a near-term economic catastrophe, but it does have four important implications for the US economy.
For nearly a year, Russ has made weekly investment calls about markets across the globe. Here’s a quick look at the macroeconomic approach behind his country views and a summary of where his calls now stand.
Changing times call for changing investment strategies, especially when it comes to emerging markets. In today’s more volatile world, Russ Koesterich explains why it may be time to move beyond traditional frameworks and pursue international allocation on a country-by-country basis.
