With oil at $65, energy stocks look cheap
Despite being up 25% from December 2018 lows, Russ discusses the factors that remain supportive of the energy…
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
Why stocks need the Fed even more
With growth soft, financial conditions are key for investors, Russ explains.
What stocks may need: a bit of inflation
Russ discusses the divergence between rising stock prices and falling bond yields. What gives and can it continue?
The “calm premium”
The recent U.S. equity rally has coincided with a drop in volatility. But can that continue? Russ discusses.
Gold holds up even as equities rip
Russ explains the mystery of why gold is performing surprisingly well while stocks are rallying.