2018 Market Review
Year-in-review features major headlines, performance data for world indices, and a market perspective for 2018.
Q4 2018 Markets Review
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. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Why Should You Diversify?
Equity allocation decisions based on return differences over a relatively short period may result in missing opportunities that the global markets offer. Over long periods, investors can benefit from consistent exposure to both US and non-US equities.
Q3 2018 Markets Review
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. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Where's the Value?
While never guaranteed, the value premium has historically had a greater chance of being positive the longer the time horizon observed. Periods of underperformance can happen, but a consistent approach that maintains emphasis on value stocks in all market environments may allow investors to more reliably capture the premium over the long run.
Dissecting Dimensional
A high-level overview from Pensions & Investments that illustrates Dimensional’s success with charts on the firm’s growth, performance, and low costs.