Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

June 30, 2022 |Warren Andrukow
The past few weeks have seen a noteworthy development with inflationary concerns overshadowed to some extent by growing fears around a recession. Most notably, this has resulted in some weakness in commodity markets such as oil, copper, and wheat, which...
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Three Crucial Lessons for Weathering the Stock Market’s Storm

June 24, 2022 |Marlena Lee, Dimensional Fund Advisors
Investors can always expect uncertainty. While volatile periods like the one we’re experiencing now can be intense, investors who learn to embrace uncertainty may often triumph in the long run. Reacting to down markets is a good way to derail progress...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

June 15, 2022 |Warren Andrukow
Global markets have been under notable pressure in recent days. The trigger was a recent inflation report that has investors believing central banks will have to tighten financial conditions more than planned, thereby increasing the odds of a future recession...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

June 03, 2022 |Warren Andrukow
Global markets have experienced a modest recovery in recent weeks, which has been met with a collective sigh of relief by investors. It is hard to point to a particular catalyst, but a growing view that inflation, while still very elevated, may be close...
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Worried About Stocks? Why Long-Term Investing Is Crucial

May 25, 2022 |David Booth, Dimensional Fund Advisors
We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

May 20, 2022 |Warren Andrukow
Global equities remain under pressure. Investors are grappling with a host of headwinds that are beginning to challenge the economic and earnings growth outlook. More recently, investors have been digesting the results from a number of consumer companies...
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Have the Tech Giants Been DeFAANGed?

May 13, 2022 |Dimensional Fund Advisors
Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit 1). Four of the five stocks lagged the broad US market through May 5, with Amazon, Facebook (now known...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

May 10, 2022 |Warren Andrukow
Volatility has picked up noticeably in recent weeks, with rather large swings higher and lower. To make matters more painful for portfolios, bond prices have moved lower, suggesting they have not offered the kind of diversification benefits investors...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

April 29, 2022 |Warren Andrukow
It has been a challenging few weeks for global equity markets, with most having been relatively weak of late. There’s no one factor to blame, though inflationary pressures and the implications for central bank interest rate policy remain core issues....
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

April 14, 2022 |Warren Andrukow
The near-term investment outlook remains murky. There are a host of issues that investors are grappling with: the war in Ukraine, Covid-related lockdowns in China, volatility in the commodity markets, inflation at multi-decade highs, rising bond yields...
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