Blog | Dunham

Volatility 4/29/2025

The VIX Explained: Why Market Fear Can Signal Opportunity, Not Panic

What is the VIX, and what does it really signal? This guide breaks down how the “fear gauge” works, why volatility isn’t always a bad thing, and ho...

Dunham Deep Dive 4/25/2025

The Buffett Indicator Dips, the $26T Foreign IOU, and Japan's Anemic Consumer

The Buffett Indicator's 13.5% drop, America's record $26T net debt to the world, and Japan's weakening demand show deeper cracks forming beneath th...

Macro 4/22/2025

Here’s How to Talk to Clients About the Weakening Dollar

Understand what a weakening U.S. dollar means for your clients. This guide helps financial advisors explain the risks, investment impacts, inflatio...

Dunham Deep Dive 4/17/2025

OPEC Throws In The Towel, China’s Trade Trap, and Japan’s Population Crisis

OPEC shocks markets with a surprise oil supply surge, China’s economy leans dangerously on exports, and Japan faces a record demographic decline. E...

Dunham DC 4/15/2025

DunhamDC Sell Trigger Hit + CIO Insights on What’s Next

DunhamDC triggered a SELL signal following a sharp market rebound, reducing equity exposure as investor sentiment turned exuberant. Discover what d...

Macro 4/11/2025

From Trade Wars to Currency Wars: Why the Real Global Economic Fight Is Just Beginning

What starts as a trade war can quickly escalate into a currency war. As nations devalue their currencies to offset tariffs and boost exports, the r...

DunhamDC 4/8/2025

DunhamDC Is Buying While the Stock Market Crashes and the VIX Soars

When panic strikes and the VIX surges, history shows it may be a time to buy. Learn how DunhamDC's strategy is capitalizing on volatility with syst...

Dunham Deep Dive 4/4/2025

U.S. Trade War Kicks Off, Auto Loan Problems, and Investors Turning Bearish At Shocking Levels

U.S. import dependency hits 70-year highs, auto loan delinquencies spike to levels not seen since 2008, and investor sentiment turns sharply bearis...

LSEG Lipper Awards 4/3/2025

Two International Dunham Funds Win Awards: How Our Analysts Select Sub-Advisers with a Focus on Supporting Investment Performance

Two Dunham mutual funds earned 2025 LSEG Lipper Awards. Learn how our analyst-driven process and institutional sub-adviser selection strategy are d...

4/1/2025

Dunham Quarterly Pulse - Q1 2025

Explore the new Dunham Quarterly Pulse — a focused, insight-driven report combining our best investment thinking with key market trends, strategy u...

Macro 3/28/2025

The Coming Global Monetary Reset: What History Tells Us and What Might Be Next

From gold to floating currencies, the world has seen multiple monetary resets. Now, a proposed “Mar-a-Lago Accord” hints at another shift. Could gl...