Market Review 2020: Looking Back on an Unprecedented Year
The tumult of 2020 showed that markets continue to function and people can adapt to difficult circumstances, even in the face of extraordinary challenges.
Market Briefing
January 2021 Stocks continued to advance in December with small capitalization stocks maintaining their outperformance over mid and large caps seen in the prior month. The positive response to FDA approvals of coronavirus vaccines was moderated by an uptick of…
Market Briefing
December 2020 Stocks powered higher in November with smaller capitalization stocks leading the way. Indexes representing small caps outpaced the mid and large caps for the month. The news of effectiveness of coronavirus vaccines was the primary driver of the…
RealAccess: Global Insights for Real Estate Investors
What's the future of real estate investing? Access insights informed by 85 years of real estate expertise.
Market Briefing
November 2020 After a relatively volatile month, stock prices posted a mixed finish for October. Indexes representing the larger capitalization segment of the market ended down for the month while mid and small capitalization indexes advanced. The daily pulse of…
How US Stocks Have Behaved in an Election Month
Presidents are just one factor potentially affecting markets. History going back to 1926 shows returns in months when presidential elections took place don’t reflect any consistent patterns. The history of the stock market going back to 1926 shows that returns…
Dimensional Reduces US Mutual Fund Management Fees
Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis* for the impacted funds. For a full list of the changes, please refer to the table below. The fee reduction will go…
How Much Impact Does the President Have on Stocks?
It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that the outcome of an election is only one of many inputs to the…
Michael George’s Interview with Jeff Weniger of WisdomTree
Listen to Michael George’s interview with Jeff Weniger, CFA, Director at WisdomTree and co-author of “Market Insights: Planning For Potential 2020 Election Results” as he uncovers how the “blue wave” could affect value stocks and what it means for inflation.
An Exceptional Value Premium
It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents.