2020 Annual Market Review

2020 Annual Market Review

Our 2020 Annual Market Review is now available for download. A market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial world over...
What to make of Bitcoin?

What to make of Bitcoin?

So, what do you think of Bitcoin? This is a question I’ve been asked more than any other over the last few months.  Having put some thought into this, I would not invest in Bitcoin. While blockchain technology and even cryptocurrencies may be game changers, I...
An Exceptional Value Premium

An Exceptional Value Premium

The value premium is the additional return that we expect to receive from investing in value stocks. That is, stocks that trade lower than their fundamentals. The most common measure of a stocks ‘value’ is the price-to-book value ratio (book value is the difference...
Q3 2020 Market Review

Q3 2020 Market Review

Our Q3 Market review is now available for download. Each quarter we share a market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial...