The problem for stocks: fewer positive surprises
Markets are a function of reality meeting expectations. Russ discusses why the expectations are outpacing the reality.
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.
Markets are a function of reality meeting expectations. Russ discusses why the expectations are outpacing the reality.
Keeping with his annual tradition, Russ compares the year that was to the year that he expected.
Has the U.S. bull market run its course? Russ and an investment strategist on his team, Terry Simpson,…
With stocks on shaky ground, investors with equity-centric portfolios may want to consider adding exposure to longer-duration bonds.…
It's hard to miss all the chatter about when the Fed will raise rates and how it will…
Worried the U.S. is on the cusp of another recession? Russ shares the economic indicators worth paying attention…
Current readings of this important, but often ignored, U.S. economic number suggest a more difficult macro landscape ahead.…
Recent weak economic data have confirmed everyone's worst fears: The global economy is indeed decelerating. Yet risky assets…
While there's little evidence that inflation is going to come roaring back anytime soon, current estimates may be…
China has cast a shadow across Asia–and the globe. How worried should the developed world be?