Hear from members of our Equity and Fixed Income Investment Committees as they share their thoughts on the market environment, portfolio positioning, and where we are finding long-term opportunities.

Today’s market environment calls for broader thinking about fixed income allocations. Yields have risen from ultra-low levels, but how you compose your fixed income exposure matters; not all sources of yield are created equal. Careful stewardship and flexibility remain critical amid economic uncertainty. The Dodge & Cox Global Bond Fund is a flexible and opportunistic strategy that can fit different needs in your asset allocation framework.

Hear from members of our Equity and Fixed Income Investment Committees as they share their thoughts on the market environment, portfolio positioning, and where we are finding long-term opportunities.

The exceptional performance of a handful of high-valuation technology companies has led investors to question the merits of value investing. When Morningstar recently sat down with David Hoeft, they concluded, “value investing is alive and well.” We expand upon their conversation and share why we believe our approach is well suited to capture opportunities in today's bifurcated market environment.

In this article, Morningstar delves into the state of value investing and features insights from our Chief Investment Officer, David Hoeft, including how we view current valuation spreads as a tailwind for our style of investing.

Learn why now is a particularly interesting time to invest in emerging markets (EM) and where to locate compelling opportunities in the broad EM universe.

Hear from members of our Equity and Fixed Income Investment Committees as they share their thoughts on the market environment, portfolio positioning, and where we are finding long-term opportunities.

Learn more about investment opportunities and risks in the emerging markets and how our Emerging Markets Stock Fund aims to capitalize on them through our valuation-driven focus.

Learn more about Dodge & Cox's differentiated approach to global bonds, featuring a total return mindset, a focus on credit, and a long-term investment horizon.

The recent failures of Silicon Valley Bank and Signature Bank, as well as the takeover of Credit Suisse, have driven broad stock price declines and a weakening in credit spreads for Financials globally. In this paper, we share our thinking on recent developments, our assessment of risks and opportunities, and an update on how we are managing our investment strategies in this environment.

We see a silver lining in the cloud that has hung over the bond market over the past year: the cumulative interest rate increases that drove record annual losses have simultaneously returned the asset class to greater relevance going forward. Additionally, the elevated uncertainty and volatility in the current environment create the potential for active managers employing deep research to generate outperformance.  

 In recent months, surging inflation, rising interest rates, and geopolitical issues have roiled the capital markets. Recently, members of our Macro and Client Service teams discussed some of these issues and the role macro analysis plays as an input in our evaluation of equity and fixed income securities’ fundamentals.

After rising at one of the sharpest rates in recent history, U.S. inflation is now at its highest level since the early 1980s. In our latest Investment Perspectives paper, Dodge & Cox Investment Committee members share our views on inflation risks and how we’ve positioned our fixed income and equity investment portfolios to navigate a range of macroeconomic outcomes.

Our investment team is carefully evaluating both the short- and medium-term macroeconomic and investment implications and risks of Russia's invasion of Ukraine, as we continue to evaluate investment considerations that might arise from the geopolitical volatility.

Learn more about how we have enhanced our investment tools and processes and why we believe these improvements will have meaningful benefits for the Balanced Fund in the years ahead.

We leaned into our active management approach to take advantage of dramatic changes to the mortgage-backed securities (MBS) landscape in 2020 to re-craft our MBS holdings and provide strong contributions to relative returns.