Tune Out the Noise | Documentary Film Dimensional Fund Advisors 2026-09-23 | Tune Out the Noise | Documentary Film
Markets Hold Answers Dimensional Fund Advisors 2023-04-19 | Dimensional believes in letting markets do what they do best—drive information into prices. Co-CEO and CIO Gerard O’Reilly explains.
Expect the Unexpected Dimensional Fund Advisors 2023-03-31 | Life is full of ups and downs. So is investing. That’s why it’s important to be prepared for a range of outcomes. Dimensional Co-CEO and CIO Gerard O’Reilly explains.
Values Rebound Shows Importance of Discipline Dimensional Fund Advisors 2023-03-06 | Recent value returns paint a very different picture from returns just a few years ago. In a webcast, Co-CEO and CIO Gerard O'Reilly puts value's recent performance in context and underscores the importance of investor discipline.
Dont Buy High: Valentines Roses and Investing Lessons Dimensional Fund Advisors 2023-02-14 | In love as in finance, there is value in being flexible. Buying high can cost you, whether you’re purchasing roses on Valentine’s Day or stocks when indices rebalance.
Turning a Passion into a Purpose Dimensional Fund Advisors 2023-01-12 | Dimensional's Lacey Huebel combined a driving interest in sustainability with a career in finance as Head of Responsible Investment for North America.
Do Markets Care Who Runs Congress? Dimensional Fund Advisors 2022-10-26 | Should you change your investments according to which party wins a majority on Capitol Hill? History shows that markets have rewarded investors, no matter who controls Congress.
How Should I Invest in a Recession? Dimensional Fund Advisors 2022-09-15 | Talk of a recession is dominating news headlines. Should investors consider making changes if there is a prolonged economic slowdown?
How Does Inflation Impact My Investment Portfolio? Dimensional Fund Advisors 2022-09-06 | Everyone is feeling the impact of inflation. Our team looks at which asset classes may be best poised to deal with the threat of rising prices in the future.
The Stock Market Is Down So Far in 2022. Can It Recover? Dimensional Fund Advisors 2022-08-17 | Can equities recover their losses from the first half of the year? We look at historical stock market declines and what the future may hold for investors.
The Cost of Trying to Time the Market Dimensional Fund Advisors 2022-08-01 | The effect of being out of the market for even a short time can be profound—missing a period of strong returns can drastically impact overall performance.
The Fund Landscape Dimensional Fund Advisors 2022-06-01 | Dimensional’s 2022 analysis of US-domiciled mutual funds and exchange-traded funds (ETFs) shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.
Market Behavior and the Weather Dimensional Fund Advisors 2022-04-14 | Investors can focus on the daily rain clouds and sunshine the markets bring. Or they can think about the long term.
How to Think About Fed Rate Hikes Dimensional Fund Advisors 2022-03-15 | Inflation can be a consideration for investors, and interest rates often draw attention, too. But widely watched barometers like the rates controlled by the US Federal Reserve are only a few among a vast sea of inputs that drive market returns.For perspectives like this and more, go to dimensional.com/insights.
Positioning for Inflation Dimensional Fund Advisors 2022-03-02 | How should investors think about the potential impact of inflation and rising interest rates? What do markets reaching new highs suggest for the months ahead? In a recent webcast, Dimensional Co-CEO and CIO Gerard O’Reilly spoke about ways investors can position themselves in an environment where prices, rates, and markets are rising.For perspectives like this and more, go to dimensional.com/insights.
What Does Last Years Investment Performance Signal About 2022? Dimensional Fund Advisors 2022-02-17 | Trying to time markets is a strategy for which there is little persuasive supporting research. After a year in which a focus on small cap value stocks led to outperformance, is there reason to think 2022 will see a change in fortunes for value stocks?For perspectives like this and more, go to dimensional.com/insights.
Stock Market Diversification in an Age of Innovative Companies Dimensional Fund Advisors 2022-02-01 | Today, tech giants dominate from a market capitalization perspective. Is this a new trend that makes broad diversification a thing of the past? Wes Crill, PhD, a Senior Researcher at Dimensional, takes a closer look in this video.For perspectives like this and more, go to dimensional.com/insights.
Dimensional SMAs: The Next Dimension in Customized Investing Dimensional Fund Advisors 2022-01-19 | What does the future of personalized investing look like? Dimensional's separately managed accounts empower financial professionals to offer flexible solutions to more clients.To learn more about Dimensional SMAs, go to us.dimensional.com/separately-managed-accounts.
David Booth on Market Forecasting Dimensional Fund Advisors 2022-01-11 | When it comes to market forecasting, David Booth, Founder and Executive Chairman of Dimensional Fund Advisors, reminds us that instead of looking into a crystal ball to determine where to invest, consider the historical stock market record and stick to investing fundamentals.For perspectives like this and more, go to dimensional.com/insights.
Unpacking SPACs Dimensional Fund Advisors 2021-12-15 | Special-purpose acquisition companies (SPACs) have recently become a popular vehicle for taking a company public. Jake Jolly and Mark Gochnour provide an overview of the SPAC structure, including characteristics, market pricing issues, historical performance, and investment considerations. They also explain how Dimensional approaches SPACs in its portfolio management process.For perspectives like this and more, go to dimensional.com/insights.
Biggest Stocks and Market Indexes: Return History of Top Firms Dimensional Fund Advisors 2021-12-01 | What has historically happened to companies when they enter the top 10 by market capitalization? Wes Crill takes a closer look at the history of how the biggest firms have performed and if recent trends should be a concern for investors. For perspectives like this and more, go to dimensional.com/insights.
Fintech Trends with Harvard Business Professor, Marco Di Maggio Dimensional Fund Advisors 2021-11-01 | Fintech and cryptocurrency expert, and Harvard Business Professor, Marco Di Maggio, offers a deeper look into recent advances in digital currency and its potential impact on the global economy.Recording Time Stamps(00:00) Intro(04:24) Blockchain: Where It All Started(08:15) Cryptocurrency(16:46) Stablecoin(19:20) Facebook Diem(23:25) Central Bank Digital Currency (CBDC)(27:13) Bitcoin vs. CBDC(29:25) China’s Experiment with Digital Currency(32:12) Issues with Cryptocurrency(39:21) Decentralized Finance (DeFi)(52:40) Non-fungible Tokens (NFTs)For perspectives like this and more, go to www.dimensional.com/insights.
Trading at Dimensional: The Flexibility to Find a Better Price Dimensional Fund Advisors 2021-10-18 | Being selective about when to buy and sell securities can lead to better execution prices—and better returns for investors.For perspectives like this and more, go to www.dimensional.com/insights.
Fixed Income: Fighting for What is Right Dimensional Fund Advisors 2021-10-01 | In the final video of a four-part series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income, discusses a recent example of Dimensional working within the industry to protect client interests. In 2019, Dimensional took the lead in opposing a proposed regulation that would reduce daily bond market transparency and create a trading disadvantage for most investors.For more thought leadership on Dimensional's approach to Systematic Fixed Income, visit our blog at dimensional.com/us-en/insights#t=catAll&sort=%40publishdate%20descending.
Fixed Income: The Research Never Stops Dimensional Fund Advisors 2021-09-15 | In the second of a four-part video series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income at Dimensional, discusses the importance of conducting “fearless research” to explore new insights and test established ideas on investing. He offers Dimensional’s 2020 corporate bond study as a recent example of using research to inform our processes in fixed income investing.For more thought leadership on Dimensional's approach to Systematic Fixed Income, visit our blog at dimensional.com/us-en/insights#t=catAll&sort=%40publishdate%20descending.
Fixed Income: Talking and Listening to Our Clients Dimensional Fund Advisors 2021-09-01 | In the third of a four-part video series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income, explains the importance of listening carefully to discover client needs. He also describes how client input inspired the development of Dimensional’s Short-Duration Real Return strategy, which combines inflation protection with higher expected returns from exposure to the credit premium.For more thought leadership on Dimensional's approach to Systematic Fixed Income, visit our blog at dimensional.com/us-en/insights#t=catAll&sort=%40publishdate%20descending.
Building Robust Processes in Fixed Income Dimensional Fund Advisors 2021-08-17 | In the first of a four-part series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income at Dimensional, discusses the importance of having an investment process that can weather any type of market. He explains why high volatility in the 2020 bond market created pressures on bond index funds, which have less flexibility in what securities they hold and when. He also discusses how balancing stability and flexibility enabled Dimensional to deliver value during that period.For more thought leadership on Dimensional's approach to Systematic Fixed Income, visit our blog at dimensional.com/us-en/insights#t=catAll&sort=%40publishdate%20descending.
Fixed Income Investing: Dimensionals Approach to Targeting Higher Expected Returns Dimensional Fund Advisors 2021-08-03 | 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.For more thought leadership on Dimensional's approach to Systematic Fixed Income, visit our blog at dimensional.com/insights#t=catAll&sort=%40publishdate%20descending.
Crypto: Currency or Investment? Dimensional Fund Advisors 2021-07-15 | Philipp Meyer-Brauns, Head of Investment Solutions Analytics at Dimensional, discusses the volatility associated with bitcoin and evaluates whether the cryptocurrency has an expected return, can mitigate investment uncertainty, or could be used to meet short-term liquidity needs. He also analyzes the role bitcoin could play in investment portfolios.
Professor Robert Novy-Marx on Artificial Intelligence and Investing Dimensional Fund Advisors 2021-06-30 | Professor Robert Novy-Marx, an expert on asset pricing, discussed in a recent webcast the role of artificial intelligence and machine learning in financial research and investing, including applications and limitations. Dimensional’s Global Head of Research, Savina Rizova, explained how the firm uses AI to increase the efficiency of our investment process.
On Investing Amid Negative Interest Rates Dimensional Fund Advisors 2021-06-18 | Negative interest rates may not translate into a negative return experience for investors. A fixed income strategy that considers currency hedging and different yield curves across the globe can position for positive expected returns versus a domestic-only strategy.“We've had positive total returns because when you think about the return of a bond, there's more than just the interest rate.”Read our blog post where Dimensional’s Doug Longo, Joe Kolerich, and Jake DeKinder address frequently asked questions from clients about fixed income investing in the current market: dimensional.com/insights/answering-frequently-asked-questions-on-fixed-income
Advantages Over an Index-Tracking Fund Dimensional Fund Advisors 2021-06-01 | 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.”Read our blog post where Dimensional’s Doug Longo, Joe Kolerich, and Jake DeKinder address frequently asked questions from clients about fixed income investing in the current market: dimensional.com/insights/answering-frequently-asked-questions-on-fixed-income
Mutual Fund Landscape Dimensional Fund Advisors 2021-05-14 | Dimensional’s 2021 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.
David Booth and Eugene Fama: 50 Years of Friendship Dimensional Fund Advisors 2021-04-15 | For 50 years, Dimensional Founder David Booth and Nobel laureate Gene Fama have been changing how people think about investing.Read more from Dimensional Co-CEO Dave Butler as he reflects on David Booth and Gene Fama's remarkable friendship and the positive impact they’ve had on people’s lives: dimensional.com/insights/finding-inspiration-in-a-50-year-friendship.
Building Confidence as an Investor Dimensional Fund Advisors 2021-03-01 | To build confidence while investing, Dartmouth Prof. Kenneth French explains how he uses anticipated regret when deciding how to split his portfolio between stocks and bonds, and he shares two essential beliefs about the market that affect his allocation.Listen to Prof. Kenneth French explain the difficulty in timing the market:youtu.be/EKc4apme8Vs
David Booth On Dealing with Uncertainty in Investing Dimensional Fund Advisors 2020-12-16 | David Booth explains that in the world of investing, there is no guaranteed way to determine if your investment strategy will pay off. However, investors can improve their odds of long-term success by making thoughtful, informed decisions; setting realistic goals; and focusing on what they can control. Listen to David Booth speak on uncertainty and the Coronavirus:dimensional.com/insights/david-booth-on-uncertainty-and-the-coronavirus?utm_source=youtube&utm_medium=organic&utm_campaign=science-of-investing
In Markets, Changing Lanes May Not Help You Get Ahead Dimensional Fund Advisors 2020-12-01 | When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit. Listen to Dartmouth Professor Kenneth French explain what it really takes to beat the market:youtu.be/EKc4apme8Vs#stockmarket #investing
Dimensional Voices: Winning the Lottery Dimensional Fund Advisors 2020-11-16 | Dimensional's Mitch Chamberlain hit an emotional high with his lottery win—but the low that followed was even more powerful. The journey helped teach him there’s a better way to invest.
Big Companies Atop the Market Dimensional Fund Advisors 2020-11-02 | The market is concentrated in a handful of technology stocks. But is it normal for one or a few companies to have such a large presence in the market? Dimensional's Wes Crill points out how large firms have long been a feature of the stock market.Read our blog post by Kenneth French, PhD for more about investing in FAANG stocks: dimensional.com/insights/investing-in-faang-stocks-should-you-expect-unexpected-returns?utm_source=youtube&utm_medium=organic&utm_campaign=value #BigTech #StockMarket #Investing
How Much Impact Does the President Have on Stocks? Dimensional Fund Advisors 2020-10-26 | It’s natural for investors to seek a connection between who becomes President and the performance of stocks. But a look at history underscores that the outcome of an election is only one of many inputs to the market. #2020election #stocks #investing #marketvolatilityView our interactive exhibit on presidential cycles and market returns: dimensional.com/insights/how-much-impact-does-the-president-have-on-stocks?utm_source=youtube&utm_medium=organic&utm_campaign=elections
Can You Time the Market? Dimensional Fund Advisors 2020-10-19 | Most people who try to time the market are just fooling themselves, says Dartmouth Prof. Kenneth French, explaining what it really takes to beat the market and why doing so is harder than many investors think. #stockmarket #investingView our exhibit on the impact of missing the market’s best days: dimensional.com/insights/what-happens-when-you-fail-at-market-timing
Will the 2020 Election Affect the Stock Market? Dimensional Fund Advisors 2020-10-01 | Ahead of the 2020 presidential election, many investors are wondering if and how the result will affect the stock market. In a recent webcast, Dimensional’s Mark Gochnour, Head of Global Client Services, and Jake DeKinder, Head of Client Communications and VP, offered lessons from history. View our interactive exhibit on presidential cycles and market returns: dimensional.com/insights/how-much-impact-does-the-president-have-on-stocks#Election2020 #PresidentialElection #Investing
How to Think About Investment Risk Dimensional Fund Advisors 2020-09-16 | Professor Kenneth French explains that for most investors, the best definition of risk is uncertainty about lifetime consumption. He also offers helpful examples from investors’ everyday lives to simplify complex ideas.
Professor Robert Novy-Marx on the Basis for a Value Premium Dimensional Fund Advisors 2020-08-27 | University of Rochester Professor Robert Novy-Marx, a Dimensional consultant, discussed stocks he believes have higher expected returns in a recent webcast.
Why Value? Dimensional Fund Advisors 2020-08-27 | Valuation theory and data going back decades support expectations of a positive value premium. Dimensional's Co-CEO and CIO Gerard O'Reilly shared his perspective in a recent webcast.
When Value Strikes Back Dimensional Fund Advisors 2020-08-27 | While no one knows where markets will go next, value stocks have turned sharply after a period of underperformance. Dimensional's Co-CEO and CIO Gerard O'Reilly shared his perspective in a recent webcast.
Dimensional Voices: Research for the Real World Dimensional Fund Advisors 2020-07-10 | Growing up in Bulgaria taught Head of Research Savina Rizova the value of hard work and gratitude, vital principles she lives out while leading real-world research for Dimensional.
Dimensional Voices: Building Satellites and Designing Portfolios Dimensional Fund Advisors 2020-05-04 | Jed Fogdall details his transition from satellite engineering to portfolio management—and how both roles require cutting through noise to find what really matters.
Dimensional Voices: Saving for More Important Things Dimensional Fund Advisors 2020-03-24 | Mary Phillips, Deputy Head of Portfolio Management, relates her father’s discipline of saving to her role at Dimensional.
Dimensional Voices: Going Pro Dimensional Fund Advisors 2020-03-24 | Moulaye Niang recounts his personal journey from growing up in Senegal to playing basketball at the University of Kansas. Throughout his life, coaches and mentors have impressed upon him the importance of having a belief system, following a process, and connecting with others.
Dimensional Voices: A Bigger Purpose Dimensional Fund Advisors 2020-03-24 | Jake DeKinder, Head of Client Communications, contrasts delivering short-term happiness as the owner of an ice cream stand to the long-term investment satisfaction that Dimensional strives to deliver for clients.
