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…
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…
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.
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.
Stock prices reversed course from recent months, as U.S. index averages finished September with a decline. Despite some positive economic news, market sentiment was deflated by perceived slowing of the recovery from the coronavirus shutdown. Manufacturing and services index measures…
Ted illustrates why he believes small businesses are the backbone of the American economy and a key part of the domestic recovery story. Episode #11, Monroe Capital LLC: Ted Koenig on the importance of small businesses - 200 from Zero
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. This interactive exhibit examines market and economic data…
John McCarthy, CEO, Starwood Real Estate Income Trust COVID-19 has brought great uncertainty and change, which has impacted virtually every aspect of our daily lives. It has profoundly affected the global economy, including business, healthcare, education, travel, government and naturally…
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.
Fama and French’s 2008 paper, “Dissecting Anomalies,” outlined their study that found sizeable annualized premiums for various investment factors. The study called momentum “the premier anomaly” stating, “The premier anomaly is momentum: stocks with low returns over the last year…
