-
Go North With Europe ETFs
Wednesday, September 26, 2012 - 11:03am | 594Read More...Horace Greeley once said "Go West, young man," but for investors seeking some calm among the eurozone storm, going North has proven to be sage advice. Some ETFs tracking Eurozone nations have proven remarkably sturdy in 2012, but some of Europe's Northern countries have shined. Some of the...
-
Koesterich Rates Switzerland Short-Term Underweight
Monday, September 24, 2012 - 12:11pm | 611Read More...Buoyed by the fact the country is not a member of the eurozone, Swiss equities have enjoyed a solid run thus far in 2012. That performance is highlighted by the 11.1 percent year-to-date gain for the iShares MSCI Switzerland Index Fund (NYSE: EWL), the dominant Switzerland-specific ETF. The...
-
Koesterich Upgrades India to Neutral From Underweight
Thursday, September 20, 2012 - 12:19pm | 719Read More...After a precipitous decline that started late in the first quarter, Indian equities and many of the corresponding ETFs have rebounded in recent weeks. The move higher has prompted at least one upgrade of Asia's third-largest economy as iShares Global Chief Investment Strategist Russ Koesterich...
-
Koesterich Reiterates Bullish View on Energy Stocks
Wednesday, August 22, 2012 - 7:07am | 526Read More...iShares Global Chief Investment Strategist Russ Koesterich reiterated a bullish view of energy stocks, citing reduced crude oil inventories and less spare capacity among OPEC oil producers as two reasons to be constructive on energy names long-term. The comments were made in a post on the iShares...
-
Time to Hang Up on Global Telecom ETFs?
Friday, August 10, 2012 - 6:46am | 586Read More...In a market environment that has put a premium on playing defense, it is not surprising that telecommunications has been one of the top-performing sectors. Within the S&P 500, telecommunications is the smallest sector weight at just under 3.3 percent, but that diminutive status belies the...
-
Reviewing the CASSH ETFs
Tuesday, August 7, 2012 - 3:21pm | 783Read More...There are no shortage of emerging markets acronyms. However, Russ Koesterich, iShares Global Chief Investment Strategist, coined a memorable acronym for some developed nations: CASSH. This acronym includes Canada, Australia, Singapore, Switzerland and Hong Kong. CASSH arose as a developed market...
-
Koesterich Cautious on Utilities (XLU, IDU)
Wednesday, July 25, 2012 - 3:39pm | 624Read More...Thanks to ample global macroeconomic headwinds and elevated broader market volatility, investors have sought shelter with the utilities sector in 2012. Looking solely at performance, normally slow-moving utilities ETFs have impressed in recent months as the Utilities Select Sector SPDR (NYSE: XLU)...
-
Koesterich Neutral On Junk Bonds (HYG, JNK)
Thursday, July 5, 2012 - 7:36am | 483Read More...In a recent blog post, iShares Global Chief Investment Strategist Russ Koesterich said he is neutral on high-yield bonds. Koesterich notes junk bonds "are close to fair value" and he recommends that "investors generally maintain a benchmark weight," according to a note on the iShares blog. Despite...
-
Koesterich Likes Global Oil Names (IXC, FILL, BP)
Monday, June 11, 2012 - 2:42pm | 603Read More...Not to beat a dead horse, but oil futures, futures and their corresponding ETFs have seen better days. With enthusiasm for the Spanish bank bailout all but evaporated, West Texas Intermediate is again trading below $84 per barrel and Brent crude, the global benchmark, is trading below $99 a barrel...
-
Koesterich Bullish On Dividend ETFs (HDV, DVYE, DVY)
Monday, May 28, 2012 - 5:22am | 597Read More...Following up on a strong 2011 that saw $50.2 billion in dividend increases, according to Standard & Poor's data, dividend increases surged to a record $24.2 billion in the first quarter of 2012, a year-over-year increase of almost 28% and the good times haven't stopped there. As one example, in...
-
Checking In: Do The DEW
Wednesday, May 9, 2012 - 4:04am | 729Read More...Amidst yet another Europe-induced market calamity, investors are once again embracing the boring-is-beautiful propensities of dividend stocks. Think about it: How many times over the past couple of weeks have you heard someone extol the virtues of dividend stocks and ETFs? A lot. The fact that...
-
EM Bond ETFs: Trouble Ahead? (LEMB, IHY, HYXU)
Thursday, May 3, 2012 - 12:58pm | 660Read More...There's no doubt the pace of new emerging markets bond ETF introductions has been impressive in 2012. Since the start of April alone, iShares, the world's ETF issuer, has introduced four international bond funds. Van Eck Global, the fifth-largest U.S. ETF firm and parent company of Market Vectors...
-
Koesterich Highlights EM Bond Opportunities (EMB, LEMB, PCY)
Monday, April 30, 2012 - 10:09pm | 479Read More...In a note published on Monday April, Russ Koesterich, iShares Global Chief Investment Strategist, reiterated his view that income investors should consider emerging markets bonds for their fixed income portfolios. Last week, Koesterich said yield-starved investors are faced with a catch-22: "Accept...
-
Koesterich Likes Corporate Debt, EM Bonds (LQD, EMB, LEMB)
Tuesday, April 24, 2012 - 2:29pm | 390Read More...In a recent blog post iShares' Russ Koesterich said yield-starved investors are faced with a catch-22: "Accept lower income or take on additional risk to generate incremental yield." Emphasizing that investors must assess their individual objectives and risk tolerance levels, Koesterich said he...
-
Cashing In With CASSH? (EWL, EWS, EWH)
Tuesday, February 28, 2012 - 3:34pm | 731Read More...There are plenty of emerging markets acronyms so how about one for the developed world? iShares' Russ Koesterich coined a catchy one with CASSH. That is Canada, Australia, Singapore, Switzerland and Hong Kong. That's a group of developed markets that offer better growth prospects than Europe,...






