Russ Koesterich on how to think of the Covid-19 trade

Russ Koesterich, BlackRock Global Allocation Fund portfolio manager, joins 'Power Lunch' to discuss where he's finding value in the market, how investors could be expected to trade on the pandemic news and his thoughts on the dollar. There are a lot of cyclical companies that are high quality but not deep value, says Koesterich. When you're looking at the rails, manufacturing, specialty chemicals, even some on the tech space, like semiconductors, we think they look very good right now, he adds.
Thu, Nov 12 20203:29 PM EST

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