A recent call with Royce Investment Partners(1) prompted Paul Ohanian, CFP® and the Scottsdale Wealth Planning Investment Committee to explore the potential of the small-cap value sector in today's markets. These are our thoughts at this time: Small-cap value stocks have performed well since Q4 2020, and this trend could persist as the global economy reopens and recovery continues.(2)Historically, this asset class's returns have been impressive during periods of expansion when credit spreads … [Read more...] about Big Thoughts on Small Cap Value
2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast
FRIDAY, SEPTEMBER 10, 20218:30 AM AZ/ 10:30 AM CT Complimentary Online Public Presentation Dimensional's Jake DeKinder and Mark Gochnour explore three topics dominating the financial news in 2021. Join Jake DeKinder and Mark Gochnour for a conversation on topics that have captured investor interest this year. During the webcast, they will discuss the rise of cryptocurrencies around the globe. They also will offer a long-term perspective on recent stock market activity and discuss … [Read more...] about 2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty? Read Dimensional's article, "Which Country Will Outperform? Here's Why It Shouldn't Matter.," HERE. LEARN MORE One Pager: The Randomness of Global Stock Returns … [Read more...] about Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Equilibrium Markets in the Time of COVID
In the early months of the pandemic, markets struggled to understand how COVID-19 would affect the economy, and volatility went through the roof. Read Dimensional Funds Director and Consultant Kenneth French, PhD's article, "Equilibrium Markets in the Time of COVID" HERE. LEARN MORE Righting the Ship: One Year Later False Negatives and False Positives Do Downturns Lead to Down Years? … [Read more...] about Equilibrium Markets in the Time of COVID
Q2 2021 Market Review
Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US and non-US developed markets outperformed emerging markets for the quarter.Value performance was mixed in the US, with small value outperforming small growth but large value underperforming large growth. Value underperformed growth in non-US developed markets and outperformed in emerging markets.Small caps underperformed large caps in the US and non-US developed markets but … [Read more...] about Q2 2021 Market Review
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