February 2012 Archive

cmbs

Bond ETF Idea: Commercial Mortgage Backed Securities

Fixed income acronyms got you down? Matt Tucker has you covered with the ABC’s of CMBS….

Comment
gold-tailwind1

A Tailwind for Gold? Low Rates

One unintended beneficiary of aggressive rate easing by the developed world’s central banks: Gold. Russ explains. …

Comment
Chasing-3

To Trade or Not to Trade: The Perils of Chasing “Premium” Opportunities

A recent fixed income ETF premium had some people wondering if it was time to sell, but was it really a trading opportunity? Matt Tucker explains why instead it was an opportunity for more ETF trading education….

Comment
outlook-for-oil

The Outlook for Oil

Are we headed for another oil shock, and, if so, what are the investment implications? Russ tackles these questions, explaining what could cause an oil spike, why he believes crude prices are likely to stay elevated in the near term and what this means for his view of global energy companies. …

Comment
risk

Accessing Emerging Markets While Keeping Risk in Check

With equity risk remaining high, investors are looking for ways to expand their exposure to emerging markets without adding significant risk to their portfolios. Dan Morillo is here to explain a tool that can help to accomplish both of those goals. …

Comment
overvalued-euro

The Outlook for the Overvalued Euro

Now that a second Greek bailout deal has been reached, investors are asking whether Greece will remain in the euro bloc and how the euro will likely perform going forward. Russ answers these questions, explaining why the euro currently appears overvalued and how a weaker currency could be good for Germany. …

Comment
payroll

Payroll Tax Cut Deal: The Good News and the Bad News

The good news is that extensions of the payroll tax holiday and unemployment benefits will remove a near-term risk for the US and global economies. But the bad news is that significant economic risks remain. Russ Koesterich explains….

Comment
rainbow-bowls

Sector Investing: Not Just for Equities Anymore

Many investors express sector opinions in their equity portfolios, so why wouldn’t they do the same on the fixed income side? Matt Tucker gives a quick case for fixed income sector investing, along with simple ideas for portfolio implementation….

Comment
skyscrapers

Looking for Profits? Try Mega Caps

Russ shares more evidence supporting the case for mega-cap stocks. …

Comment
underweight-s-africa

3 Reasons to Underweight South Africa

Russ explains why he believes investors should consider minimizing their exposure to emerging markets in EMEA and particularly to South Africa. …

Comment