Rising interest rates, higher inflation, increased market volatility and elevated geo-political headlines are dominating the financial news. Developing perspective on recent events is a key input for investors with a long-term approach to investing. In this video, Dimensional's Jake DeKinder and Mark Gochnour review major financial headlines in early 2022. RELATED READS 5-MIN READ Rising Above the Noise It's easy to get caught up in all the noise that's out there. Most of the … [Read more...] about Market Behavior and the Weather
Meme Investing? Try Human Ingenuity Instead.
Dimensional founder David Booth discusses the market can reward us for having faith in our fellow human beings in his article, "Meme Investing? Try Human Ingenuity Instead." Read the full article HERE. When Wall Street or meme investors think they can capitalize on "mispricing," they're not betting against Wall Street so much as they are betting against human ingenuity.David Booth, Founder Dimensional Fund Advisors DISCLOSURES The information in this document is provided in good faith … [Read more...] about Meme Investing? Try Human Ingenuity Instead.
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
KEY TAKEAWAYS The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors.Our analysis of global government bond data from 1984-2021 shows no reliable relation between past changes in the federal funds rate and either future bond excess return over cash or future term premiums.We can target higher expected returns by dynamically varying a strategy's duration decision based on current term spreads across global yield … [Read more...] about All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
A Look at 2022 Financial News Headlines
Rising interest rates, higher inflation, increased market volatility and elevated geo-political headlines are dominating the financial news. Developing perspective on recent events is a key input for investors with a long-term approach to investing. In this video, Dimensional's Jake DeKinder and Mark Gochnour review major financial headlines in early 2022. RELATED READS 5-MIN READ Rising Above the Noise It's easy to get caught up in all the noise that's out there. Most of the … [Read more...] about A Look at 2022 Financial News Headlines
Is It Time to Sell Stocks?
KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it's time to adjust their portfolios.Researchers have examined a wide range of timing strategies based on earnings, dividends, interest rates, economic growth, and more.A recent Morningstar report showed that investors may be better off steering clear of tactical asset allocation strategies and avoiding making short-term shifts among asset classes. Read the full article by DFA Vice President … [Read more...] about Is It Time to Sell Stocks?
Value and Small Cap Investing: No Time Like the Present
Dimensional has been a leader in small cap and value investing for decades. In a recent webcast, Co-CEO and CIO Gerard O'Reilly spoke of the benefits of patience in pursuing these premiums—a key aspect of Dimensional Investing. Watch key excerpts from the webcast series, "Value and Small Cap Investing: No Time Like the Present", HERE. LEARN MORE ONE-PAGER Swing in Small Value Stocks Shows Benefits of Staying the Course Small value stocks have outperformed over the long … [Read more...] about Value and Small Cap Investing: No Time Like the Present