How recent market volatility has contributed to a sharp reversal in global equities.
Russ Koesterich discusses the risk of higher interest rates and the potential impact (both positive and negative) such a move could have on markets.
In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.
While stocks can move higher, the bond market will continue to matter. Higher rates suggest that equity leadership may continue to reside in companies that are relatively rate insensitive.
Why cyclical leadership in equities could continue into 2025.
Join the experts at State Street Global Advisors, Potomac, and Stringer Asset Management for an overview of the 2025 outlook and set yourself up for success in the new year.
Why the equity market rally following the U.S. presidential election could continue into year-end.
In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.
In this article, Russ Koesterich discusses gold may continue to serve as a store of value in the current environment.
In this article, Russ Koesterich discusses why the next bout of market volatility may last a bit longer than previous downturns and how to best position your portfolio against this backdrop.
An analysis of the leadership reversal and market sell-off observed in recent weeks and why an emphasis on equities with consistent fundamentals is justified.
In this article, Russ Koesterich discusses factors behind gold’s impressive performance year to date.
In this article, Russ Koesterich discusses why bonds are still not a reliable hedge for equities in an environment where inflation remains elevated and volatile.
In this article, Russ Koesterich discusses the YTD strength of energy stocks and why it could continue.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.
How momentum and election cycles may shift the impact and timing of seasonal trends.
In this article, Russ Koesterich discusses why a higher rate environment may still allow stocks to end the year higher.
Why the current momentum trade, despite stretched valuations, could continue.
In this article, Russ Koesterich discusses the reason behind the recent resiliency of stocks, despite rising rates.
In this article, Russ Koesterich discusses why a different approach to portfolio construction within equities is warranted in 2024.
In this article, Russ Koesterich discusses why equity performance in 2024 may be more muted and warrant more focused positioning across segments of the market.
Year-to-date, technology has outperformed the broader market largely given the prevalence of low leverage, high profitability and consistent earnings across many names in the mega-cap tech space.
In many ways, 2023 continues to be the mirror image of 2022, with the most volatile assets being some of the best performers for much of the year.
Following the YTD strength in equity markets, Russ Koesterich discusses how a combination of cyclical, and a growth bias may serve investors well in today’s market.
For the better part of the last century, the largest companies in the world were those that produced physical property – traditional transportation machines, the energy that powered them, or the capital that financed them.
Russ Koesterich CFA, JD, Managing Director, and Portfolio Manager discusses how improving economic expectations may suggest adding to cyclical areas of the market.
Since the March trough the S&P 500 Index has gained around 14% and ten-year Treasury yields have risen roughly 0.50%. As market conditions have improved, inter-asset correlations have also shifted.
With stocks struggling to break out of their range, rates climbing, and valuations stretched investors are rightly asking whether it’s time to sell.
Rick Rieder and team argue that a series of small, but more probable, wins in fixed income can pave the way for portfolios to outperform benchmarks in 2023.
Stocks are having a great year, but gold is doing even better. Year-to-date global equities are up roughly 9% in dollar terms; gold has advanced more than 10%.
Since early March bonds and growth stocks have rallied, and for the first time since 2021 bonds have resumed their role as an equity hedge.
As we begin 2023 and you think about how you want to market your financial advisory business, my number one tip is this…
2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation.
Here are my six best tips for creating high-quality video content using your smartphone.
I am about to hit the 30,000-follower mark on Linkedin. I thought it would be helpful to share the four easy-to-do tactics that I employed each week for the last two years to help me grow.
Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global Allocation team discusses whether markets have bottomed or not.
To ensure your homepage is set up for success, I’ve listed six advisor sites that nailed their homepage messaging through copy and design.
The list of assets that have risen year-to-date is both short and odd: energy, broad commodity indexes and the dollar.
We’re embarking again on the Joe Namath season! That is the “open season” when people enrolled into the Medicare system are bombarded with information, phone calls, fliers in the mail, and random salespeople walking up to their doorsteps.
Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality in today’s market environment.
Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation team, discusses the case for the cheaper segments of growth stocks.
We’ll tackle IRMAA in this article. I’ll provide you with information to teach you how you might be able to get rid of IRMAA.
Connect and grow with video! Whether you’re currently using video or want to start, or are looking for new ways to improve your video use, you’ve come to the right place. It’s no secret that this channel has become a powerful tool for advisors to connect with their network and grow their business. But getting started and consistently updating your video content can be scary and often get lost in the day-to-day. In this webinar, our Chief Evangelist (and video expert), Samantha Russell, takes you step by step in creating and publishing your first video and how to successfully implement video into your marketing strategy from start to finish.
It's called social media for a reason. Most people get the media part. They share links back to their website, blog, or podcast. But they forget about the social part.
In my quest to bring you important information about Medicare, I’ll explain how to get into the Medicare system.
Russ discusses the recent volatility and how to hedge the risk in the current environment.
Social proof is integral – no one wants to hand over their life savings to an unknown entity or someone they can’t be sure whether to trust.
BlackRock Portfolio Manager, Russ Koesterich, CFA, JD discusses his preference for the US dollar over a long Treasury hedge in the current markets.
If your clients bought a bad Medicare policy, it was most likely because they used a bad insurance agent – or no agent at all! As the owner of a Medicare insurance agency, I will teach you how to find a good agent without trying to sell you on us!