Gauging Market Expectations?
No matter what’s driving a stock spike, it’s important to remember what price changes tell you about expected returns.
Tesla’s Charge Reveals Weak Points of Indexing
Indexing can sometimes leave returns on the table. The latest evidence? The stock price of the iconic electric-car company Tesla soared before joining the widely followed benchmark and slumped quickly after.
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.
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…
Is the Stock Market Divorced From Reality?
This year’s turmoil has inflicted hardships on some firms while presenting opportunities for others—and the stock market is behaving as we might expect.
Market Returns Through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the world have often rewarded investors even when economic activity has slowed. This is an…
What History Tells Us About Elections and the Market
Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a…
David Booth on Value and Values
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
Kenneth French on Market Timing, Investor Confidence, and Portfolio Building
Professor Kenneth French explains key principles of a successful investing experience.