The Chart Room

Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.

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Dimensional’s David Booth shares his perspective on what has been a historic 2022 for stock markets and the importance of maintaining investment discipline in the face of market uncertainty.

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Michael Bloomberg shares his thoughts on recent developments regarding the politically charged attempts to bring restrictions on ESG focused investments.  He argues that climate risk is financial risk and is an important factor for investors to consider.

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The Washington Post reports on a new climate and clean-energy bill that was recently signed by Gov. Charlie Baker.  This move helps move Massachusetts towards its goal to reach net-zero emissions by 2050, including funding for off-shore wind, electric grid improvements, a ban prohibiting car dealerships from selling new gas- or diesel-powered vehicles after 2035, incentives for electric vehicles and appliances, and additional provisions focused on natural gas.

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Weston Wellington of Dimensional Funds has put together this piece on the importance of innovation in creating better businesses and improving consumer’s lives.  As investors, we would all like to focus on companies that are driving innovation, but it’s difficult to predict which ideas will become successful as well as which firms would reap those benefits.  Weston proposes that owning a diversified portfolio is the most effective way to participate in the rewards of ingenuity and innovation.

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NPR lists just a few of the ways that the Inflation Protection Act can help consumers reduce their electric bills and fight climate change using tax credits for purchasing efficient electronic appliances, solar and electric vehicle credits.

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What does a century of economic cycles teach investors about investing?  This interactive exhibit from DFA 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 important lesson on the forward-looking nature of markets, highlighting how current market prices reflect market participants’ collective expectations for the future.

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In this interview with Olivia Wassenaar, the head of Apollo Global Management’s sustainable investing platform, we learn about the need for increased urgency in advancing the transition toward cleaner, renewable energy sources.  The recent geopolitical challenges have reminded the world how reliant we are on fossil fuels and how far we are from a true shift toward clean energy.

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If you are interested in examining ways to help the people of Ukraine, the following two online publications offer numerous links to organizations actively involved in the effort:

Timeout Magazine: https://www.timeout.com/news/23-ways-you-can-help-the-people-of-ukraine-right-now-040722

The Cut Magazine: https://www.thecut.com/2022/03/russia-invades-ukraine-how-to-help-the-people-of-ukraine.html

We’ve also found that the U.S. Department of State has some helpful information, including actions being taken by our government: https://www.state.gov/united-with-ukraine/

Bloomberg reports that Pfizer and BioNTech SE said initial lab studies show a third dose of their Covid-19 vaccine may be needed to neutralize the omicron variant, results that will accelerate booster-shot drives around the world and may lead to use of new strain-specific vaccines.

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