Why U.S. stocks may still not be “cheap enough”
Prospects for a trade war are having an impact on markets, but for bargain hunters, stocks are still…
BlackRock (BLK) is the world's largest publicly traded investment management firm. As of September 30, 2016, it had assets under management, or AUM, of $5.1 trillion. This is ~7% of the total assets under management across the globe.
Russ Koesterich, CFA
Portfolio Manager for BlackRock’s Global Allocation TeamRuss is a Portfolio Manager for BlackRock’s Global Allocation team. He works with portfolio managers to establish macro-level views and also develops systematic strategies to augment the team’s security-selection process and risk management. He is the author of two books, including “The Ten Trillion Dollar Gamble,” on positioning portfolios for the growing U.S. deficit.
Latest Posts from the contributor
No, Washington is not to blame for the volatility
Many are pointing a finger at Washington for the recent spike in volatility. But, as Russ explains, the…
For stocks, what consumers say outweighs what they do
Russ discusses why stocks can still thrive when consumers are confident, but frugal.
The problem for stocks: fewer positive surprises
Markets are a function of reality meeting expectations. Russ discusses why the expectations are outpacing the reality.
Why volatility may be a bigger threat than rates
Russ discusses why investors should worry less about higher interest rates and more about the volatility resulting from…