Russ Koesterich

  1. The Beginning Of A Bear Market?
    Economics

    The Beginning Of A Bear Market?

    Monday, Friday and Thursday marked the worst three-day streak for U.S. stocks since 2011.
  2. Portfolio Moves To Make Before The End Of 2014
    Economics

    Portfolio Moves To Make Before The End Of 2014

    With three months left to go, it makes sense to review your portfolio to make sure you’re prepared for what’s likely in store for the remainder of the year
  3. Why You Should Stick With Tech Stocks
    Stock Analysis

    Why You Should Stick With Tech Stocks

    As stock market volatility has returned lately, market watchers are predictably trying to explain the reasons behind every mini sell-off.
  4. A Good time to Check Your Bond Portfolio
    Investing Basics

    A Good time to Check Your Bond Portfolio

    Bond market and currency volatility have been on the rise lately, leaving many investors wondering what they should do in response.
  5. Two Lessons from Last Week’s Sell-Off
    Investing News

    Two Lessons from Last Week’s Sell-Off

    September lives up to its reputation for weakness. Last week stocks suffered their worst pullback since the summer, although markets stabilized on Friday.
  6. Investors Still Fear Stock: Good News For Markets?
    Investing Basics

    Investors Still Fear Stock: Good News For Markets?

    Despite this week’s losses, stocks are still having a good year – in fact, they’ve been having a good five years.
  7. Three Reasons To Consider EM Asia
    Economics

    Three Reasons To Consider EM Asia

    While the economic and monetary environment remains supportive of equity markets, not all stocks have been benefiting lately.
  8. The Scottish Referendum & Fed News For Investors
    Investing News

    The Scottish Referendum & Fed News For Investors

    Last week’s stock losses were a reflection of investors looking to two big news events: the Scottish independence vote and the Federal Reserve statement.
  9. Investing Implications Of An Uneven Global Economy
    Economics

    Investing Implications Of An Uneven Global Economy

    As last week’s non-farm payroll report illustrated, the recovery – both in and outside the United States – remains a grudging, disappointing one.
  10. Three Investing Lessons from the Napa Earthquake
    Investing Basics

    Three Investing Lessons from the Napa Earthquake

    Here are three investing lessons from last week’s earthquake.
  11. Active or Passive? How to Blend Aspects of Both
    Trading Strategies

    Active or Passive? How to Blend Aspects of Both

    Investment fund strategies can broadly be divided into either active management or passive management.
  12. Middle East Tensions & Oil Prices
    Economics

    Middle East Tensions & Oil Prices

    With turmoil in the Middle East in the headlines, many investors wonder what the recent and growing unrest in the region means for oil prices and for equity portfolios.
  13. With US Volatility on the Upswing, Take a Look at Asia
    Investing

    With US Volatility on the Upswing, Take a Look at Asia

    Although the U.S. economic recovery appears to be gaining steam, lofty stock prices and rising geopolitical risks are finally taking a toll. 
  14. Where to Seek Equity Income
    Bonds & Fixed Income

    Where to Seek Equity Income

    During the 25 years prior to 2009, investment income was ridiculously easy to come by.
  15. Is it Time to Prepare for Inflation?
    Investing

    Is it Time to Prepare for Inflation?

    While U.S. inflation remains at historic lows, it has ticked up recently, leaving many investors fearing rising prices.
  16. Investor Fatigue Setting In?
    Mutual Funds & ETFs

    Investor Fatigue Setting In?

    We’re in the midst of earnings season, and thus far the news is largely positive.
  17. Why to Beware of Asset Class “Cross-Dressing”
    Investing

    Why to Beware of Asset Class “Cross-Dressing”

    The U.S. investment-grade bond market has offered a sub-3% yield for 14 consecutive quarters. No wonder investors have lost interest in traditional higher-rated bonds.
  18. More Volatility Ahead?
    Economics

    More Volatility Ahead?

    Despite recent market swings, volatility is still low by historic standards, suggesting that markets aren’t taking into account the prospect of bad news.
  19. 2 Portfolio Moves after Second Half’s Strong Start
    Economics

    2 Portfolio Moves after Second Half’s Strong Start

    Economic data showing improving U.S. growth helped the market kick off a strong start to the second half of the year.
  20. Where The Equity Opportunities Are
    Economics

    Where The Equity Opportunities Are

    Given that U.S. stocks are no longer cheap, most stock market bargains are now found overseas.
  21. Frontier Stocks: 3 Reasons They're A Strategic Asset Class
    Economics

    Frontier Stocks: 3 Reasons They're A Strategic Asset Class

    Frontier markets have been gaining attention from market watchers and investors alike in recent months.
  22. Disturbing Headlines, Strong Equity Markets: Why the Disconnect?
    Investing

    Disturbing Headlines, Strong Equity Markets: Why the Disconnect?

    It’s hard not to see some disconnect between recent disturbing world news headlines and the market’s quiet advance.
  23. Can the Stock & Bond Market Rallies Continue?
    Markets

    Can the Stock & Bond Market Rallies Continue?

    If you’ve watched the news lately, you’ve noticed there is a lot of talk about interest rates. So you might be asking: Why should I care? What’s the big deal? And will it affect me?
  24. Value Offers a Cushion: Why Last Year’s Winners Are Now ...
    Markets

    Value Offers a Cushion: Why Last Year’s Winners Are Now ...

    A trend in markets this year has been the poor performance of last year’s stock market winners, and the resilience of some of last year’s losers.
  25. Four Market Risks to Focus on This Summer
    Investing

    Four Market Risks to Focus on This Summer

    Four market risks to pay attention to this summer.
  26. America The Youthful? Yes, On a Relative Basis
    Investing

    America The Youthful? Yes, On a Relative Basis

    While the United States is aging at a much slower pace than much of the rest of the world, the U.S. population will almost certainly continue to age.
  27. “Cautious” Investors: Saying One Thing, Doing Another
    Investing

    “Cautious” Investors: Saying One Thing, Doing Another

    Five years into an equity bull market, investors say they’re still cautious. However, Americans hold as much risk in their financial portfolios as they did during the tech bubble in 2000.
  28. Housing Market to Heal (But Remain Cautious of Homebuilders)
    Markets

    Housing Market to Heal (But Remain Cautious of Homebuilders)

    Despite last week’s troubling drop in new home sales, the housing market should continue to recover. However, a sanguine view on housing doesn’t necessarily translate into a positive view on homebuilders. ...
  29. “Cautious” Investors: Saying One Thing, Doing Another
    Investing

    “Cautious” Investors: Saying One Thing, Doing Another

    Five years into an equity bull market, investors say they’re still cautious. However, Americans hold as much risk in their financial portfolios as they did during the tech bubble in 2000.
  30. Why Stick With Energy Stocks? (Hint: Geopolitical Risk)
    Markets

    Why Stick With Energy Stocks? (Hint: Geopolitical Risk)

    By most fundamental measures, oil prices should be declining. Russ explains why they’re on the rise instead, how this has helped energy stocks in 2014 and why investors should still consider an overweight ...
  31. Beware Of Overreaching For Yield
    Investing

    Beware Of Overreaching For Yield

    With rates likely “low for long,” the stretch for yield looks set to continue, though investors should be cautious before overreaching for yield.
  32. Bubble Bursting? Only For Biotech & Internet Stocks
    Markets

    Bubble Bursting? Only For Biotech & Internet Stocks

    The recent sluggish performance of U.S. stocks is leading some market watchers to question whether we’re witnessing the bursting of an equity bubble. Russ explains that while U.S. equities overall are ...