Year-end Distributions

Estimated year-end income and capital gains distributions as of October 31st are now available(opens in a new tab)

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Insights from Our Investment Team

 
  • All Content Types
  • Paper
  • Video
  • Podcast

Paper

Flexing With Flexible Fixed Income: Dodge & Cox Global Bond Fund

10/24/2024

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.

On-Demand Audio

2024 Semi-Annual Investment Reviews

07/31/2024

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.

Paper

Staying the Course in Value Investing

07/24/2024

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.

Paper

Morningstar Magazine: Value Investing in the Age of Intangibles

06/10/2024

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.

Paper

Emerging Markets: Why and Where

05/08/2024

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.

On-Demand Audio

2023 Annual Investment Reviews

02/07/2024

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.

Paper

Emerging Market Stocks: A Wealth of Opportunity

11/28/2023

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.

Paper

The Benefits of a Flexible Approach to Global Fixed Income

07/02/2023

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.

Paper

Our Current Thoughts on Financials

04/16/2023

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.

Paper

A New Dawn for Fixed Income

01/08/2023

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.  

Video

Where Macro and Fundamental Analysis Meet

10/26/2022

with Jose Ursua, Mimi Yang, Stephanie Notowich

 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.

Paper

U.S. Inflation Risks and Their Investment Implications

07/26/2022

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.

Paper

Russia's Invasion of Ukraine and Potential Investment Implications

04/13/2022

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.

Paper

MBS Investing Through the Pandemic: A Look Back

08/15/2021

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.

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