Diamond Hill

Despite ongoing geopolitical tensions and higher energy prices, credit markets have largely returned to pre-conflict levels. Dive into our latest fixed income commentary to learn more. #FixedIncome #Securitization hubs.ly/Q04hkYlP0

Though a peace agreement remains elusive, fixed income markets appeared to settle into a new normal in April. Explore market moves and what they may signal in our latest blog. #FixedIncome #Securitization hubs.ly/Q04h2zZx0

In uncertain markets, we believe positioning matters more than prediction. See how we are focusing on stability, security and long-term infrastructure rebuild opportunities. #ValueInvesting #SmallCap hubs.ly/Q04cz7bq0

As geopolitical conflict pushes oil prices higher, consumer resilience is being tested. Fixed income PM Henry Song, CFA, explores why our team is emphasizing quality in consumer credit and how he’s positioning portfolios today. #FixedIncome hubs.ly/Q047Zbfg0

AI and cloud demand are accelerating growth in data center financing. Explore how ABS and CMBS structures differ — and what those differences mean for fixed income investors. #FixedIncome #Securitization hubs.ly/Q047By940

Expensive markets leave fewer places to hide. Portfolio managers Austin Hawley, CFA, and Rick Snowdon, CFA, discuss sector rotation, disruption risk and how they evaluate long-term durability across industries. Watch the full discussion. hubs.ly/Q046Wpmv0

In a fragmented, underfollowed micro-cap market, the best ideas rarely come from a single source. Learn how we build a research web — through boots-on-the-ground work, primary sources and collaboration. #MicroCap hubs.ly/Q046Kh220

A major US tariff ruling changed the trade backdrop in February — and the policy response came quickly. Our latest monthly market commentary covers the key developments and what they could mean for trade negotiations ahead. #GlobalInvesting hubs.ly/Q0460RBW0

AI is changing the landscape — but hard assets remain hard to replicate. Hear from Small Cap Portfolio Manager Aaron Monroe, CFA, on why small-cap businesses with tangible asset advantages may offer durable value. #SmallCap #ValueInvesting hubs.ly/Q0451wxd0

What do proposed bans on institutional homebuyers and caps on credit card rates mean for bond investors? Fixed Income Portfolio Specialist Douglas Gimple breaks down the latest policy headlines and their market impact. Listen now. #FixedIncome hubs.ly/Q044X3M50

Securitized markets opened 2026 on firm footing, with ABS rebounding, RMBS matching last year’s pace, and CMBS pipelines expanding amid steady credit. See this month’s drivers. #Securitization #FixedIncome hubs.ly/Q042nnjt0

Markets started 2026 strong, with global stocks up nearly 6% in January. Geopolitics led the headlines, but regional returns told the story. Read our latest monthly market recap. #GlobalInvesting hubs.ly/Q042jQt20

After years of large-cap dominance, small caps may be primed for a resurgence. PM Aaron Monroe shares why now could be one of the best entry points for small caps in recent history — and where our team is finding opportunity. #SmallCap #ValueInvesting hubs.ly/Q040B1BY0

Securitized markets are posting standout results: December ABS hit $10.5 billion (+61% vs 2021 to 2024 December average), 2025 non-agency RMBS reached $194 billion and CMBS supply strengthened. See the drivers. #Securitization #FixedIncome hubs.ly/Q03-QQmh0

Markets closed out 2025 on a positive note, but the year-end headlines were anything but quiet. Discover the twists in trade, policy and geopolitics setting the stage for 2026. #GlobalInvesting hubs.ly/Q03-MGR70

Following momentum is easy. Buying what is out of favor or left behind when markets move higher is harder. Learn more about how Diamond Hill finds value in international companies that prioritize returning capital to shareholders. #InternationalInvesting hubs.ly/Q03Ycr5X0

Can rational investing triumph in a competitive market? Uncover strategies focused on disciplined capital allocation and steady growth for long-term success. #ValueInvesting #AssetManagement #Equity hubs.ly/Q03cjkLz0

Securitized markets are delivering some of their strongest results in over a decade. RMBS, CMBS and ABS show robust returns, steady credit trends and elevated issuance. See the key drivers behind this year’s standout performance. #Securitization hubs.ly/Q03XxK7H0

November looked flat on the surface — but undercurrents in trade, geopolitics and policy are telling a deeper story. Learn more in our latest international monthly commentary. #GlobalMarkets hubs.ly/Q03XtvLS0

Not all core bond strategies are created equal. In a recent Citywire discussion, Henry Song, CFA, explains how Diamond Hill uncovers value in securitized assets — particularly agency MBS and ABS. #FixedIncome #CoreBond hubs.ly/Q03WYq8Q0