Understanding Edge
Markets are constantly evolving. Are you maintaining your edge? Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team. At Diamond Hill, our primary purpose is to improve our clients’ lives through better financial outcomes. Strategies include long-only equity, fixed income and alternative long-short equity.
Episodes
Explore how tariffs and inflation are shaping 2025's market volatility. Hear from Douglas Gimple as he discusses fixed income strategies to manage risks and seize opportunities in an evolving market landscape. (23 min podcast)
The views expressed are those of the speakers as of March 2025 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 i...
The Federal Reserve is navigating inflation, political pressures and shifting market expectations. Dive into how they are making data-driven decisions and what this means for fixed income 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 (...
Henry Song, CFA, joined Bloomberg’s FICC Focus podcast to discuss his team’s approach to credit investing, the current market landscape, why a focus on securitized assets can be beneficial, and more. (60 min podcast)
Click here for Diamond Hill’s most recent fixed income fund holdings.
Acronyms referenced: Asset-Backed Securities (ABS), Commercial Mortgage-Backed Securities (CMBS), Collateralized Loan Obligations (CLO), Great Finan...
From golden handcuffs to home equity innovations: Discover how today's unique housing market is reshaping fixed income opportunities. Join us for an insightful discussion on rate dynamics, securitization trends, and what's ahead for fixed income 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...
The Fed has made its first rate cut. What does it mean for fixed income markets? Listen to our latest podcast with Douglas Gimple as he breaks down the implications for mortgages, ABS, and investment opportunities.
CMBS or commercial mortgage-backed securities are fixed-income investment products that are backed by mortgages on commercial properties rather than residential real estate.
OAS or option-adjusted spread is the measureme...
Fed signals rate cuts ahead: What does it mean for fixed income? Explore Jackson Hole takeaways, market volatility, and investment opportunities in our latest podcast with fixed income expert Douglas Gimple. (24 min podcast)
The views expressed are those of the speakers as of August 2024 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 inve...
In this episode of Understanding Edge, senior portfolio specialist Douglas Gimple discusses the latest from the fed. He also shares his current insight into the commercial real estate market, and why it may not be all bad. (21 min podcast)
From biotech's rebound to the next frontier for GLP-1 drugmakers, Chendhore Veerappan, PhD, CFA, our health care research analyst, delves into the trends and investment opportunities unfolding in this dynamic sector. Tune in to our latest podcast!
As of 30 April 2024, Diamond Hill owned shares of Abbott Laboratories and Roche Holdings AG.
SPDR® S&P® Biotech ETF seeks to provide investment results that, before fees and expenses,...
In this episode of Understanding Edge, we discuss the Fed's recent meeting and the latest outlook on inflation and rates. We also explore the recent performance of various sectors within the fixed income market.
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, age...
Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast)
Diamond Hill’s total assets were $30.3 billion as of 29 February 2024
For Important information on Diamond Hill Funds, click here.
The Diamond Hill Funds are distributed by Foreside Financial Services, LLC (Member FINRA).
The views expressed are those of Diamond H...
Senior Portfolio Specialist Douglas Gimple shares his insights on the fixed income markets. Tune in to hear about the latest from the Fed, market expectations, CMBS, and more.
Bonds rated AAA, AA, A and BBB are considered investment grade.
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 an...
Senior portfolio specialist Douglas Gimple discusses the market's ongoing desire to fight the Fed on rate cuts. Get insights into the latest from the FOMC, inflation and opportunities in fixed income in our podcast.
Bonds rated AAA, AA, A and BBB are considered investment grade.
ICE BofA AAA and BBB CMBS indexes measure the performance of US dollar denominated investment grade rated commercial mortgage-backed securities publicly is...
Tune into our podcast with senior portfolio specialist Douglas Gimple, as he discusses the latest from the Fed, what drove the November fixed income rally, and opportunities that await investors heading into 2024.
In our recent podcast, we unpack the latest from the Fed, inflation outlook, interest rate forecast, and more. Discover historical context on tightening cycles and fixed income returns over 3 years post-hikes. Plus, a deep dive into risks, opportunities and attractive areas of the bond market.
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Aggregate Bond Index measures the performance of investment g...
In our latest podcast, we discussed Fed policy, corporate bonds, and our #fixedincome market outlook with Douglas Gimple. Listen as we break down market dynamics, risks and areas of opportunity. (27 min podcast)
Bonds rated AAA, AA, A and BBB are considered investment grade.
Bloomberg US Corporate Index measures the performance of the US investment grade fixed-rate taxable corporate bond market. ICE BofA CMBS Fixed Rate AAA 7-10 Ye...
Our international analysts recount learnings and insights from recent travels to Scandinavia, Canada, India and other destinations. Hear their first-hand experiences exploring local markets, researching investment prospects and meeting with management teams. (20 min)
As of 31 August 2023, Diamond Hill owned shares of Canadian Natural Resources Ltd.
The views expressed are those of Diamond Hill as of August 2023 and are subject to c...
Our international analysts shared their insights from recent research trips around the world. In this two-part series, they explore Japan, Scandinavia, Canada and India. In Part 1, we focus on Japan.
As of 31 July 2023, Diamond Hill owned shares of Howden Joinery Group plc.
The views expressed are those of Diamond Hill as of August 2023 and are subject to change without notice. These opinions are not intended to be a forecast of fu...
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 future results or investment advice. I...
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 and includes government and corpor...
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 subject to change without notice. The...
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