Weekly Market Commentary

Re-Emerging Markets?

With emerging markets showing surprising resilience, BlackRock Chief Investment Strategist Russ Koesterich discusses why investors should consider including EM equities in their portfolios.

Special Report

Waiting on the World to Change?

This much we know: At some point in the not-too-distant future, the Federal Reserve (Fed) is going to raise interest rates. But we believe the bigger picture is worthy of equal, if not greater, consideration.

Market Perspectives

Innocents Abroad

Over the past six years, U.S. investors have been rewarded for staying close to home. Russ Koesterich discusses why that may not be the case going forward, and why investors may need more international diversification going forward.

Fixed Income Market Strategy

In Like a Lion, Out Like a Lamb

With its new guidance, the Fed went a long way towards closing the gap to market expectations. This is important in establishing the best possible environment for mitigating any potential negative market reaction to the first increase in interest rates.


The Return of Currency Volatility

Secular and cyclical factors have driven the U.S. dollar to multi-year highs against other currencies, particularly the euro and the yen. That has hurt the earnings of U.S. companies but provides tailwinds for exporters overseas whose currencies have weakened. We believe the impact of a strong dollar will be with us for some time and has implications for portfolios as investors reallocate away from domestic stocks.


The Blog

Apr 29, 2015 - BlackRock
Apr 29, 2015 - Rick Rieder
Apr 28, 2015 - Russ Koesterich
Chart of the Week

Looking Abroad for Greater Return Potential

Looking Abroad for Greater Return Potential

Our Experts

Russ Koesterich Thumbnail

Russ Koesterich, Managing Director, BlackRock's Global Chief Investment Strategist, iShares Global Chief Investment Strategist

Jeff Rosenberg MD Thumbnail

Jeffrey Rosenberg, Managing Director, Chief Investment Strategist for Fixed Income

Peter Hayes Thumbnail

Peter Hayes, Managing Director, Head of Municipal Bonds Group