September 2012 Archive

fiscal-cliff

Look Out Below! The Fiscal Cliff Steepens

Despite the recent happy headlines, most measures of US economic activity point to slower growth, which makes the threat of the fiscal cliff pushing the US economy into a recession even greater. Russ K explains how investors can prepare….

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binocular

What the Flows Show: The Expanded Hunt for Yield

The hunt for yield. You’ve heard all about it. But have you seen it? Dodd Kittsley has been tracking the trend by watching ETF flows, and he finds they’re showing a hunt that has extended well beyond bonds. …

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gold-coins

QE3: Better for Gold than the Economy?

The Fed’s recent actions may not have much impact on the economy, but, as Russ explains, keeping interest rates low for an extended period may help support commodities, particularly gold….

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frontier

3 Reasons to Consider Frontier Markets

Looking for the next frontier in emerging market investing? Del Stafford dives into these underdeveloped countries to assess the investment case….

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northern-europe

Seeking Solace in Northern Europe

The risks in Europe are slowly improving, but it will take a long time to fully implement needed reforms. Until that happens, Russ will continue to focus his European exposure on some northern countries….

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switzerland

About That Swiss Neutrality…

Swiss stocks still merit a positive long-term outlook but on a short term basis, Russ is changing his allocation to underweight from neutral….

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evolution-of-agg

As Bonds Evolve, So Too Does the Aggregate

If you were tracking the Barclays US Aggregate Index since its inception, what would you have seen in the past 26 years? Matt takes a trip back in time to show how this index is constantly changing to reflect the evolution of the US bond market….

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india

4 Reasons Why We’re Upgrading India

As Indian stocks enjoy a resurgence in demand, Russ believes it’s time to upgrade India’s equities to a neutral status from underweight. Here are the reasons why….

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housing-recovery

Housing Recovery? Try Long Convalescence

The Fed’s QE3 plan is dramatic, but is it enough to turn around the housing market? Russ Koesterich argues that the housing recovery still has a long road ahead….

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tuning-in

Tuning in to Your Total Portfolio

When you assess your investment portfolio, are you only considering the assets in your brokerage account? Sue Thompson explains how taking a broader view of your “portfolio” can keep the financial surprises at bay….

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