Earlier this month, we launched the Diamond Hill International strategy, recognizing that international markets can offer long-term opportunity for the patient investor. Grady Burkett, CFA and Krishna Mohanraj, CFA join to discuss the broad and growing opportunity set in these markets and why we believe our approach to investing is well suited to the international marketplace.
- As financial markets have evolved and become increasingly complex, the number of products available to investors has grown. However, the mainstay of asset allocation, core fixed income, has not changed.
- Recently, Morningstar created two new categories, Core Bond and Core Plus Bond, to account for the differences in these strategies. Despite this change, performance measurement remains an unresolved issue.
- We believe it’s important to understand what you own in your bond portfolio, as it’s designed to provide some stability in your portfolio during periods of market uncertainty.
Portfolio Manager Henry Song, CFA joins us to discuss the evolution of the mortgage market and how the wide variety of securities in this market can lead to opportunities.
Consumer analyst Jenny Hubbard discusses how third-party platforms have enabled Western retail brands to quickly build a meaningful presence in China and if we believe this positive momentum is sustainable.