Market View
15.07.2016 | Quarterly report
Quarterly Market Report Q2 2016
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
22.06.2016 | Investment newsletter
Bearings June 2016
Politics and Investing
Political news is dominating the front pages right now, with a presidential election in the US and a referendum in the UK. What does it all mean for markets?
"It promises to be a nervous week for global markets as traders mull over the relative performances of the US presidential candidates. With no...
22.06.2016 | Investment newsletter
Bearings May 2016
GDP Growth and Equity Returns
Many investors look to gross domestic product (GDP) as an indicator of future equity returns.
According to the advance GDP estimate released by the Bureau of Economic Analysis (BEA) on April 28, ...
27.04.2016 | Investment newsletter
Bearings April 2016
Future Testing
Much financial news purports to be about the future but is really just an account of the past. As a result, many investors project what has already happened onto an imagined future. There’s another way of framing this problem.
It’s understandable that investors, with the help of a necessarily short-term-focused media, will...
27.04.2016 | Quarterly report
Quarterly Market Report Q1 2016
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
27.04.2016 | Investment newsletter
Bearings March 2016
Why Should You Diversify?
Equity markets have experienced a sharp decline to start 2016, leading some investors to reevaluate their asset allocation. As US stocks have outperformed developed ex US and emerging markets stocks over the last few years, some investors might consider reevaluating the ...
27.04.2016 | Investment newsletter
Bearings February 2016
Free Throws
Dave Butler, Head of Global Financial Advisor Services and Vice President at Dimensional Fund Advisors, explains the power of routine in responding to pressure and offers a sports-related example to help investors...
27.04.2016 | Investment newsletter
Bearings January 2016
Vanishing Value Premium
Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question ...
13.04.2016 | Quarterly report
Quarterly Market Report Q4 2015
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
13.04.2016 | Investment newsletter
Bearings December 2015
Unhealthy Attachments
Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way.
Behavioral economists have a name for this tendency of people and...