Our intrepid Man on Market Street is back! Scott Dingwell of the Defined Contribution Group at BlackRock is once again taking to the streets of San Francisco, and this time he’s asking people whether they are worried about rising rates.
3 Reasons Not to Turn Away from Emerging Markets
Is it time to abandon underperforming emerging markets in favor of bets closer to home? Clearly “no,” says Russ and he explains why.
Caught Between Slow Growth and the End of Easy Money
Two contradictory investor concerns are to blame for a recent pickup in market volatility. Russ explains which of the concerns is premature and what that means for investors.
The Most Important (and Widely Ignored) Economic Number
While economic numbers like GDP or the monthly non-farm payroll report typically garner the headlines, Russ explains why investors should pay more attention to – and may want to alter their assumptions based on — the Chicago Fed National Activity Index (CFNAI).
The Fixation on the Fed: 3 Investing Implications
Hypersensitive investors are reacting to every utterance from central banks like the Federal Reserve and the Bank of Japan. Russ shares three investing implications of this fixation.
After the Sell Off in Japan: 2 Reasons Not to Panic
Russ explains why Thursday’s market correction in Japan hasn’t changed his view that investors should consider a market weight to Japanese stocks.
4 Market Risks Worth Worrying About
For investors wondering what might cause the next correction after Thursday’s market decline, Russ outlines the risks that keep him up at night.
4 Ideas for Today’s Low Inflation Environment
One silver lining of the weak US recovery: Inflation isn’t likely to be a problem for at least another 12 to 18 months. So what are the implications for investors? Russ explains.
Putting Cash to Work: 3 Ways to Enter the Market Today
With global equities up more than 25% since their bottom last June, many investors are wondering: “Is it too late to move cash from the sidelines to stocks?” No, says Russ, and he offers three ideas for where find value today.
POV: How the Fed will End QE
It has taken the Fed nearly five years to build up the size of its balance sheet through its quantitative easing program, so ending the stimulus is not going to be simple. Russ explains why it’s likely to be a slow process involving three distinct steps.
