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, a First Eagle Investments company, 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.
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Despite heightened geopolitical tensions, Treasury yields have moved higher and credit markets have remained remarkably resilient. Douglas Gimple explores what's driving this unusual market dynamic, the outlook for consumers and where he sees opportunities across mortgages and asset-backed securities. DISCLOSURE ABS — Asset-Backed Securities, GSE — Government-Sponsored Enterprise. Fannie Mae —…
From proposed housing and credit card reforms to expanding securitized issuance, Fixed Income Portfolio Specialist Douglas Gimple breaks down what’s new in bond markets — and what it means for investors. (22 min podcast)
From auto loans to home equity lines, Douglas Gimple explains why the securitized market remains a fertile ground for active managers — and how consumer trends, credit enhancements and benchmark gaps are shaping today’s fixed income landscape. (47 min podcast) DISCLOSURES Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes…
Portfolio Manager Arthur Cheng joins the Understanding Edge podcast to share his career journey, discuss dynamics in the high-yield market and reflect on the first year of Diamond Hill’s Core Plus Strategy. (21 min podcast) Disclosure 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…
Join us for a timely mid-year webinar where we examine the evolving landscape of interest rates, credit spreads and macroeconomic indicators shaping the bond markets in 2025. With central banks adjusting their course, inflation dynamics shifting and investor sentiment evolving, we’ll explore what these developments mean for fixed income investors. Key topics will include: Federal Reserve policy…
Tariffs, Fed shifts and a newly normalized yield curve — Doug Gimple breaks down what fixed income investors need to know heading into the second half of 2025.
Dive into the recent events impacting fixed income markets with Douglas Gimple. Explore topics including the Fed, tariffs and inflation. (24 min podcast)
Explore insights from portfolio manager Arthur Cheng, CFA, on high-yield markets and their role in the Core Plus strategy. He also discusses what risks investors should be watching for and where opportunities might arise in today’s dynamic environment. DISCLOSURES The performance data quoted represents past performance and is not indicative of future results. The discussion of specific portfolio…
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…
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…
