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The Chart Room

Ingenuity and the Investor

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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Market Returns through a Century of Recessions

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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The Curve Ball

When it comes to Fixed Income, investors tend to expect low volatility and general certainty regarding their investments. As is the case with the recent rally in the Treasury market, sometimes everyone’s expectations can be wrong. Jim Parker of DFA shares his insights into how to deal with the uncertainty of interest rates.

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Why Our Firm Uses DFA Funds

Dougal Williams, CFA offers his insight on the success of Dimensional Fund Advisors (DFA) mutual funds in this article published by Advisor Perspectives.
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