Thought leadership

We agree that higher inflation is likely coming down the pike over our five-year medium-term tacti ...

Inflation

Buying bitcoin is not investing, it’s speculating.

Bitcoin

The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two m ...

CFIMX, Davis Advisors

We believe China/Asia is at the cusp of sustainable growth and relative outperformance and warrant ...

EM Stocks, EM Bonds, U.S. Dollar

We have not seen such an extreme disconnect between price and value since the late 1990s at the he ...

Davis Advisors

Over more than five decades of successful investing, we have built wealth using a simple but power ...

SLADX, Davis Advisors

During the fourth quarter, tactical asset allocation was mixed but active manager selection was po ...

Mutual Funds/ETFs, Performance & Analytics

We want to remain broadly balanced in terms of our portfolios’ equity style exposures.

Growth vs. Value

There are definitely strategies that can protect in a downturn and are potential bond alternatives ...

Managed Futures, Event-Driven, ADAIX, AEDNX, ASFYX, PQTIX, Alternative Strategies

How should investors think about taxable vs. muni bonds today?

Munis, COVID-19

We remain optimistic that financial companies—banks and property and casualty insurance companies ...

Davis Advisors, Financials

For 2021 and beyond, we think a reasonable base case is for a global economic recovery starting in ...

Core Bonds, COVID-19, Investment Outlook, Inflation, Global Stocks, U.S. Dollar, China, Alternative Strategies