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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…
Kevin Feldman: In my last post on the resurgent popularity of dividend investing, I talked about why the strategy of buying “dividend aristocrats” has surged in popularity over the past decade. This time I’d like to explore the challenges of picking individual stocks and the risk in shunning growth for value. Read more…
Kevin Feldman: Last week a colleague asked me if, given all the focus on investing for income this year, the “i” in iShares might come to stand for income. He was kidding, but he had a serious point too: With government bonds generating historically low yields—the 10-year Treasury broke 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: While the recent June non-farm payroll report offered yet another reminder of the fragile and sluggish nature of the current recovery, we continue to believe that equities offer better prospects than fixed income. We believe that a combination of high margins, low inflation and some Read more…
Russ Koesterich: Last month, in a blog post and Market Perspectives piece, and more recently in a video, we described why we believe that over the long term, there’s a case for the outperformance of equities. 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
First Trust introduced a group of 13 new AlphaDEX ETFs. For some reason, the First Trust Mega Cap AlphaDEX Fund (NYSE:FMK) was not part of that launch. This was corrected last Thursday Read more…
According to Bloomberg, Yale’s endowment “was valued at $17 billion in December, a decline of -25% since June 30.” The value of the Harvard endowment dropped by -22% over that period. Read more…
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