Mega-Cap Tech Still a Buy

Published on November 12, 2025

In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.

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Forward Return And The Importance Of Math

November 12, 2025
The math on forward return expectations, given current valuation levels, does not hold up. The assumption that valuations can fall without the price of the markets being negatively impacted is also grossly flawed.

Dollar Carry Trades Set to Trounce World’s Booming Stock Markets

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he dollar is regaining its crown as one of the world’s most appealing assets, defying talk of a “Sell America” trade that had raised troubling questions about the outlook for the global reserve currency.