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Russ Koesterich: The general election season is finally upon us, and investors should begin shifting their focus from theoretical discussions about the impending fiscal cliff of potential tax hikes and spending cuts to more concrete action plans of what to do about it. Read more…
Russ Koesterich: Come September investors might feel as if they are trapped in their own version of Groundhog Day. Last year, the Dow dropped 6% in September. Read more…
Russ Koesterich: Last summer I favored overweighting global telecom stockswithin an equity portfolio. The thesis was that these stocks offered a compelling yield, and the added benefit was that the sector’s defensive characteristics meant that it was likely Read more…
Russ Koesterich: Sometimes, either weak economic numbers or strong economic numbers can point to a surge in US and global equities. This could be one of those weeks. Read more…
Russ Koesterich: According to the old adage “Sell in May and go away,” investors are supposed to cash out their stock market positions in May and then take the traditionally poorer performing summer Read more…
Del Stafford: Recently my group has seen an increase in client conversations around the prospect of inflation and rising rates. The combination of recent weak economic news and strong equity market performance and commodity prices has caused some investors to think more about these things as they shape their Read more…
Russ Koesterich: With global stocks up approximately 25% from their fall low and many market watchers endorsing equities in recent weeks, it’s hardly surprising that investors are wondering if stocks are still a good bargain. Read more…
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 “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…
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