1. Home
2. Posts tagged: SPY,^DJI,^IXIC

SPY,^DJI,^IXIC

Causeway Capital Commentary: Unboxing Value

One of our clients recently asked us about Morningstar’s Style Box “Blend” designation for the Causeway International Value (Trades, Portfolio)…

Causeway Capital Commentary: Unboxing Value

One of our clients recently asked us about Morningstar’s Style Box “Blend” designation for the Causeway International Value (Trades, Portfolio)…

Ray Dalio Commentary: Pick a Side and Fight for It, Keep Your Head Down or Flee

As you know, based on my study of history, I believe there are now and have always been five big,…

Vanguard Commentary: How Plan Design Can Help Promote Saving Equity in Retirement Plans

A secure retirement. American employees share this common goal, but an examination of their retirement preparedness reveals disparate trends and…

Vanguard Perspective: Hybrid Annuity TDFs and the Search for Income in Retirement

The search for better retirement income solutions has led to the emergence of target-date funds (TDFs) with an annuity component.…

Ray Dalio Commentary: An Update on My Views of the 5 Big Forces

I recently did an interview for Bridgewater clients sharing my updated thinking about markets, economies, politics, geopolitics, climate, and technology—and…

Vanguard Commentary: Why the US Dollar Remains a Reserve Currency Leader

What are some implications of the dollar’s dominance? Hirt: Having a dominant global currency provides ample demand for our debt…

Q1 2024 Buyback and Dividend Increases Point to Improving Corporate Sentiment

Last week we shared that CEO sentiment was at its highest level in a year. This week we look at…

GMO Commentary: Emerging Local Debt- A Once-in-a-Generation Opportunity?

In this piece we compare two ways to take advantage of the USD’s richness versus emerging market currencies: EM equities…