Is the US Stock Rally a Bubble?
US stocks are off to one of their best start in years, triggering talk of a market bubble. Russ K joins the conversation and weighs in with his view.
Posts by Russ Koesterich
The New Fixed Income World
The fixed income landscape has dramatically changed over the last five years thanks in a big part to the actions of the Fed. Russ explains the changes and what they mean for investors.
The Most Important US Economic Number Now
Wondering about the outlook going forward for the US economy? Russ shares the economic number that may give you a clue.
Don’t Forget About Emerging Market Equities
While emerging market stocks are underperforming US stocks, Russ explains why longer-term investors may want to give EM markets another look.
3 Reasons It’s Not Too Late to Consider Emerging Market Bonds
After the recent rally in emerging market bonds, is it too late to allocate to this asset class? Not for long-term investors, says Russ – and he offers 3 reasons why.
After Last Week’s US Rally: Proceed with Caution
While last week’s rally was supported by better-than-expected economic data and improving investor sentiment, the magnitude of US stocks’ advance is starting to cause some indicators to flash yellow. Russ explains.
After the Dow Record Close: What Comes Next?
After Tuesday’s record setting Dow Industrials close, are US stocks still cheap? Can the market move higher? Russ answers these questions and more.
4 Hidden Risks in Bonds
Despite stocks’ rocky performance last week, Russ continues to prefer equities to bonds. One reason: many bond portfolios today carry more risks than in the past. Russ explains.
The Sequester: A Second Quarter Worry
Now that March 1 has come and gone, what will the sequester mean for the US economy and markets? Maybe not much in the near term, but Russ explains why the second quarter will be a different story.
Mythbusting: The Truth Behind the “Great Rotation” (Video)
January’s equity inflows were even more pronounced than usual, prompting some investors to wonder if “the Great Rotation” from bonds to stocks has begun. Russ K weighs in.
