As we monitor continual updates about COVID-19, our response is designed with two priorities in mind: the safety and health of our associates, clients and partners; and our mission to be trusted stewards of client capital.
The following content provides our views on market conditions and business policy due to the turmoil created by the coronavirus. The situation remains fluid and we will continue to update this page with additional information as it becomes available.
Banking analyst John Loesch discusses how COVID-19 has impacted bank stocks and how the current rate environment is impacting the sector.
Portfolio managers Henry Song, CFA, and Mark Jackson, CFA, discuss recent trends in the asset-backed securities market and the impact on the Short Duration Total Return and Core Bond strategies.
Portfolio managers Bill Zox, CFA, and John McClain, CFA, discuss recent corporate market developments amid historic volatility and expand on their most recent blog post, Is the Smoke Clearing?
Are meat shortages the next challenge consumers will face due to COVID-19? If so, why would a global pandemic impact the supply of protein? What’s going on?
Consumer commodities analyst Micah Martin discusses how COVID-19 has disrupted the U.S. protein supply chain and how this could lead to protein shortages for consumers.
Portfolio Managers Rick Snowdon, Grady Burkett, and Krishna Mohanraj discuss Q1 performance, recent market conditions due to COVID-19 and opportunities they are finding amid historic volatility.
Diamond Hill energy analyst Blake Haxton discusses the recent energy price rout, the collision of supply and demand disruptions, why geology matters in oil production and the impact on long-term investors.
A data leak in Gilead Science’s clinical trial of the antiviral remdesivir as a therapy for the virus causing COVID-19 is generating some excitement. Our view is the data are directionally encouraging, but without further information, that is as far...
Diamond Hill portfolio manager and CIO Austin Hawley, CFA, provides a portfolio update for the Large Cap and All Cap Select strategies and expands on his recent blog post.
Portfolio Managers Aaron Monroe and Chris Welch discuss Q1 performance, recent market conditions due to COVID-19 and opportunities they are finding amid historic volatility.