DFAE News and Press, Dimensional Emerging Core Equity Market ETF From 05/18/22

As we entered 2022, many emerging markets were already hurting due to higher commodity prices and rising interest rates; then a war in eastern Europe sent shock waves through the markets. The conflict in Ukraine likely bodes poorly for Eastern Europe more broadly, expanding beyond Rus...

Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation. In light of Russia’s invasion, we developed a framework for thinking about the economic impact of the conflict on the e...

Gold prices are back to their levels from the middle of January, but the market valuation of DRDGold has decreased 17% compared to then. Gold has historically been a good inflation hedge, and I think that it’s likely to resume its upward trend. In my view, the Q1 2022 resul...

The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...

The major markets’ technical review will help readers understand the underlying technical conditions for potential opportunities and risk management. This helps refine not only decision making about what to own and when but what to overweight or underweight to achieve better pe...

The stagflation scenario got a little more traction last week with the release of a negative Q1 GDP print on Thursday and hints of more inflation on Friday. April was a really rotten month with everything down but the general commodity indexes. Investing is mostly an exercise in s...

EM debt currently offers value to investors with a medium- to long-term horizon and a willingness to tolerate a period of higher volatility. EM sovereign high-yield spreads are particularly compelling, especially relative to U.S. high-yield debt. Longer term, we believe the outloo...

Investors face a trifecta of worries: rate hikes, inflation and volatility. In Q1 2022, equity markets took stock of a changing economic and geopolitical landscape. Looking forward, economic and geopolitical uncertainty will likely increase. For further details see: Look...

The sanctions imposed on the Russian government and companies, along with countermeasures by Russian authorities, have caused further disruption to commodity markets and contributed to rising prices. Sanctions against Russia, along with countermeasures by Russian authorities and self-...

Russia’s President Vladimir Putin has fully miscalculated the West’s response to his invasion of Ukraine. The US Federal Reserve (Fed) looks to have underestimated the underlying price pressures that have accumulated in the US economy. The developing new world order ...