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
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
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
Missing the Market’s Best Days
The impact of missing just a few of the market's best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index. LEARN MORE ONE-PAGER The Cost of Trying to Time the Market The impact of missing just a few of the market's best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. … [Read more...] about Missing the Market’s Best Days
Fixed Income FAQ: Targeting Higher Expected Returns
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