No one knows the direction of interest rates or credit spreads. But Dimensional uses information contained in bond market prices to position a fixed income portfolio for higher expected returns. "It's our job as portfolio managers at Dimensional to constantly move the portfolio towards higher expected returns." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio Strategists, Joseph Kolerich, Head of Fixed Income, Americas, and Jake … [Read more...] about Fixed Income FAQ: Targeting Higher Expected Returns
Fixed Income FAQ: Advantages Over an Index-Tracking Fund
Indexing offers the benefits of transparency, diversification, and low costs. Dimensional offers these advantages while also positioning strategies for higher expected returns based on global yield curves and credit spreads. "If you think about Dimensional's strategies, they have those same qualities, but they also have the advantage of being able to take information and current market prices into consideration." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed … [Read more...] about Fixed Income FAQ: Advantages Over an Index-Tracking Fund
Fixed Income FAQ: On Investing Amid Negative Interest Rates
Negative interest rates may not translate into a negative return experience for investors. A fixed income strategy that considers currency hedging and different yield curves across the globe can position for positive expected returns versus a domestic-only strategy. "We've had positive total returns because when you think about the return of a bond, there's more than just the interest rate." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio … [Read more...] about Fixed Income FAQ: On Investing Amid Negative Interest Rates
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market. READ MORE View the PDF HERE. … [Read more...] about Why Investors Might Think Twice About Chasing the Biggest Stocks
Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Dimensional Founder David Booth was featured in a Money Magazine Q&A addressing topics on investors' minds now, including Value stocks and Bitcoin. Read the full article HERE. LEARN MORE Tales from the Crypto: How to Think About Bitcoin Think Investing Is a Game? Stop. Gauging Market Expectations? DISCLOSURES Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. This information is provided for … [Read more...] about Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast
The State of Investing: One Year Following COVID Market Lows THURSDAY, APRIL 812 PM AZ/2 PM ET Complimentary Online Public Forum Back by popular demand, Dimensional VP and special guest of Scottsdale Wealth Planning Joel Hefner will lead us in a thoughtful discussion and examination of the State of Investing following the 12-month period since Markets hit the "COVID Low" of March 2020. Together we will take a deep dive into what happened in the Markets, how Markets function, and … [Read more...] about Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast