Understanding Edge

The debt ceiling debate, ongoing tightening cycle and a banking crisis have created volatility in financial markets. How is the consumer faring amid this uncertainty? Listen to our recent podcast to learn more. The views expressed are those of the speakers as of June 2023 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of fut...

Catch up on the latest updates in the CMBS market and May’s Fed meeting in this recent podcast with Senior Portfolio Specialist Douglas Gimple. Bloomberg US Financial Institutions Index measures the performance of the financial institutions sector of the Bloomberg US Aggregate Bond Index. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market...

Video game demand benefited from the stay-at-home days of the pandemic. Demand has waned, but the industry has been resilient in weaker economic environments. Learn what’s driving growth in this underappreciated market.   As of 31 March 2023, Diamond Hill owned shares of Microsoft Corp and Take-Two Interactive Software Inc.   The views expressed are those of the speaker as of April 2023 and are su...

Volatility in the tech space, meme stocks and a rising rate environment — Long-Short PM Nate Palmer, CFA, discusses these topics and more in our latest podcast. Carefully consider the Fund’s investment objectives, risks and expenses. This and other important information are contained in the Fund’s prospectus and summary prospectus, which are available at diamond-hill.com or calling 888.226.5595. R...

After a quick start to the year, fixed income markets slowed in February as a disconnect between markets and the Fed reintroduced volatility. Learn more in our recent podcast. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed...

It’s been a tumultuous two years for fixed income investors — given the market rebound since Q3 2022, are we starting to turn the corner in fixed income markets? Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (ag...

Real estate and housing markets have changed drastically in today's post-COVID, rising rate environment. Analyst Josh Barber, CFA, breaks down the health of different segments of these markets in our latest podcast. As of 30 November 2022, Diamond Hill owned equity shares of Amazon.com Inc. As of 31 October 2022, Diamond Hill owned debt in American Tower Corp. and Amazon.com Inc. The views express...

In our final podcast of 2022, get a brief update on the latest Fed meeting, insights on the potential benefits of investing in securitized debt and our latest thoughts about what’s to come in 2023 and beyond. Bloomberg US Corporate High Yield Index measures the performance of publicly issued non-investment grade USD fixed-rate, taxable and corporate bonds. The index is unmanaged, includes net rein...

Hear from analyst Tim Myers, CFA, as he discusses how changing consumer tastes— particularly among younger consumers — are driving growth for plant-based food and beverage companies. As of 31 October 2022, Diamond Hill owned shares of SunOpta, Inc. The views expressed are those of the speaker as of November 2022 and are subject to change without notice. These opinions are not intended to be a fore...

Hear from fixed income portfolio specialist Douglas Gimple as he shares a brief overview of the latest Fed meeting and what it means for investors. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-a...

Construction, mining and railroads may sound a bit stodgy on the surface, but innovations in automation, energy efficiency and operational excellence are propelling these industries into the future. Learn more in our podcast with research analyst Brian Bath, CFA. As of 30 September 2022, Diamond Hill owned shares of Caterpillar, Inc. and Wabtec Corp. The views expressed are those of the speaker as...

Analyst Scott Williams, CFA, discusses what’s happened in the tech space the last 18 months amid market turbulence and where we’re finding value as intrinsic value investors in a sector often dominated by growth businesses. As of 31 August 2022, Diamond Hill owned shares of Channel Advisor Corp., First Advantage Corp. and Rimini Street, Inc. The views expressed are those of the speaker as of Septe...

This year has been particularly challenging for fixed income investors. In this podcast, senior portfolio specialist Douglas Gimple shares his insights on the effect it’s had on fixed income markets. S&P 500 Index measures the performance of 500 large companies in the US. Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes gov...

The rate at which the Fed has accelerated is unprecedented. In this podcast, we discuss actions the Fed has taken in response to inflation, recent performance of fixed income markets and the definition of a recession. Index data source: Bloomberg Index Services Limited. See  diamond-hill.com/disclosures  for a full copy of the disclaimer. The views expressed are those of the speakers as of August...

CEO Heather Brilliant, CFA, shares what drew her to investing, the future of asset management and more on The FiftyFaces podcast.   The views expressed are those of the speaker as of March 2022 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possib...

Hear from analyst Harsh Acharya, CFA, as he discusses water scarcity and the innovations he is seeing from a particular industrials company to combat this and other ecological challenges.   As of 30 June 2022, Diamond Hill owned shares of Energy Recovery.   The views expressed are those of the speakers as of July 2022 and are subject to change without notice. These opinions are not intended to be...

In this two-part series, the international equity research team shares their thoughts about investing in international markets, currency hedging, emerging markets and rising interest rates. In part two, we dive into how intrinsic value investing differs when investing overseas, the nuances of emerging markets, and how rising interest rates are impacting opportunities around the globe. The views ex...

Hear from portfolio manager Nate Palmer, CFA, as he shares his views on long-short investing and opportunities he’s finding in the market.   The portfolio uses short selling which incurs significant additional risk. Theoretically, stocks sold short have the risk of unlimited losses. Overall equity market risks may affect the portfolio’s value.   For standardized performance, expenses and important...

The NASDAQ Biotechnology Index contains securities of NASDAQ-listed companies classified according to the industry classification benchmark as either biotechnology or pharmaceuticals which also meet other eligibility criteria. The Bloomberg Large Cap Pharmaceuticals Index consists of large cap pharma stocks. As of 31 May 2022, Diamond Hill owned shares of Abbott Laboratories, Becton, Dickinson and...

How is the steady climb in interest rates across the curve impacting various parts of the financial markets? Hear from our experts as they discuss fixed income markets, bank stocks and the effect sanctions on Russia are having on various businesses. Clarifications: The Chinese deathcare company mentioned has minimal exposure to Russia. As of 28 February 2022, Diamond Hill owned shares of BOK Finan...

Ukraine’s known as the breadbasket of Europe given its dominant presence in global agricultural commodities markets. So how does the war impact food prices, the spring planting season and the supply chain? Micah Martin, the Director of Research, discusses the effects on the wheat, fertilizer and poultry markets.   As of 28 February 2022, Diamond Hill owned shares of Archer-Daniels-Midland Co., Cal...

In this two-part series, the international equity research team shares their thoughts about investing in international markets, currency hedging, emerging markets and rising interest rates. In part one, you get to meet our research team members, learn about their backgrounds, and hear their perspectives on currency hedging. As of January 31, 2022, Diamond Hill owned shares of LVMH Moet Hennessy Lo...

Hear from our energy analyst, Blake Haxton, JD, CFA, on the impact the war is having on the oil and gas industry and his insights on what to expect going forward. As of 31 December 2021, Diamond Hill owned debt in Apple, Inc.  The views expressed are those of the speaker as of March 2022 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a...

Many businesses take drastic measures to improve operational efficiency, but few achieve the desired outcome. Learn more about the 80/20 principle and the Kaizen philosophy and how some companies have achieved success by implementing these practices. As of January 31, 2022, Diamond Hill owned shares of Colfax Corp., General Motors Co. and SPX Flow, Inc. As of November 30, 2021, Diamond Hill owned...

Network effects are one of the most valuable – but difficult to maintain – advantages in the tech space. Analyst Varun Gupta, CFA, explains the benefits of these effects and why it’s so challenging for companies to maintain their edge. As of December 31, 2021, Diamond Hill owned shares of Alibaba Group Holding Ltd., Alphabet, Inc. (Cl A), Meta Platforms, Inc. (Cl A), Microsoft Corp. and Tencent Ho...