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Russ Koesterich: When you’re watching horror movies, the time to worry is when things become eerily quiet. Last Friday, the market’s own measure of fear, the Chicago Board Options Exchange Volatility Index (VIX), hit its lowest level since last July. This is the financial equivalent of eerily quiet. Read more…
Russ Koesterich: Last year, mega-cap companies were cheaper and more profitable than their smaller counterparts. That’s why I continuously advocated for mega-cap, quality stocks as a defensive play amid last year’s market volatility, economic shocks and political paralysis. Ultimately, investing in mega Read more…
Russ Koesterich: Call #1: Maintain long-term overweight global equities: In December, equity markets exhibited a marked improvement, which has continued into 2012. Read more…
Russ Koesterich: Call #1: Maintain long-term overweight global equities “Why own stocks in the first place?” Many investors are asking this question in light of the long-term stagnation in global equity markets, recent market volatility and the surprising outperformance by bonds in 2011. Read more…
Russ Koesterich: Call #1- The rally was justified – and stocks still look cheap: Domestic stocks have now jumped around 20% from the October low, while emerging markets and European equities have jumped by approximately 25%. This is a big move, but is it justified? I believe so, and here are three Read more…
Russ Koesterich: Call #1: Negative TIPS in the long term; Maintain neutral TIPS in the near term Read more…
Russ Koesterich: Call #1: Maintain Overweight Equities, Mega Caps, Germany, the Netherlands & Brazil Read more…
Russ Koesterich: Call #1 – Neutral Developed Markets vs. Emerging Markets: This week, my call focuses on the relative opportunities in developed markets versus emerging markets. Read more…
Russ Koesterich: With global equity markets up over 100% from their 2009 lows, many investors are questioning whether it is time to lower their strategic allocation to stocks. While there are no Read more…
IOO, NASDAQ:ACWI, NASDAQ:ACWX, OEF, TLT
When I lived in Washington DC, one of my favorite places to visit was George Washington’s Mount Vernon estate. Washington was an avid student of the neoclassical architectural style and you can see his salute to balance and symmetry everywhere at Mount Vernon. For starters, 32 equidistant poles Read more…
iShares has issued a plea to the shareholders of a few of their funds asking them to vote on an investment advisory agreement. They have had to adjourn their meeting for a 3rd time due to insufficient Read more…
IEV, IHI, IOO, IXG, KXI, NASDAQ:FCHI, NYSE:EPP, NYSE:EWG, NYSE:EWW, NYSE:EWY, NYSE:EWZ, NYSE:EZU, NYSE:FXI, RSI
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