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.
Apple Bonds in ETFs: If, When & How?
Wondering if the recent new issuance of Apple bonds will end up in your fixed income ETF? Matt Tucker uses the record offering as an opportunity to revisit how the process works, from soup to nuts.
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.
Challenging Investor Assumptions about Emerging Markets
As the distinctions between emerging and developed markets become increasingly blurred, more and more investors are seeking more granular exposures to EM. Dodd Kittsley examines the trend – and the reasons behind it.
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.
Time to Skip the TIPS? 4 ETF Strategies for Every Inflation Outlook
A negative yield has been causing investors to shy away from treasury inflation protected securities (TIPS), but does that mean that worries about inflation are nonexistent? Matt Tucker offers ETF strategies to suit every outlook.
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.
Investors: Confident but Worried, Steadfast but Concerned
The BlackRock Investor Pulse Survey finds investors confident about their investment strategy – but worried about their retirement. A contradiction? Chip Castille says no. Rather he thinks the gap between confidence and uncertainty is because investors understand how difficult it is to translate savings into retirement income.
