Market View

Our point of view in current investment topics, from the conclusions of our research to hot market trends.

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 ...

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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...

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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 ...

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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.

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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...

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13.04.2016 | Investment newsletter

Bearings November 2015

Which hat are you wearing?

Most of us have multiple roles – as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat...

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13.04.2016 | Investment newsletter

Bearings October 2015

Should you sell after a correction?

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points –...

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13.04.2016 | Quarterly report

Quarterly Market Report Q3 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.

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13.04.2016 | Investment newsletter

Bearings September 2015

Patience worth its weight in gold

Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer-term perspective makes the volatility easier to handle.

A typical response to unsettling markets is an emotional one...

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13.04.2016 | Investment newsletter

Bearings August 2015

Six of one, half a dozen of the other

Many investors, including retirees, rely on their investment portfolio to fund their cash needs. This need can be approached in one of two ways.

The first approach looks primarily to interest and/or dividends from securities to fund cash flow needs....

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