Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

DunhamDC 5/20/2025

UPDATE: Both DunhamDC Models SELL GREED as Market Euphoria Runs

Both DunhamDC models issued rare back-to-back SELL Greed triggers as market euphoria booms in May 2025. Discover what’s driving this greed, DunhamD... READ MORE

Macro 5/16/2025

China’s Fragile Truce with the U.S. – and Why Beijing Desperately Needs It

China's truce with the U.S. is a desperate bid to buy time as Beijing grapples with a collapsing real estate market, spiraling local government deb... READ MORE

investing 5/13/2025

Warren Buffett’s Greatest Lessons: Investing Wisdom, Strategies, and Insights

Explore Warren Buffett’s greatest investing lessons, from value investing with Margin of Safety to his partnership with Charlie Munger. Uncover tim... READ MORE

Dunham Deep Dive 5/9/2025

China’s Worsening Deflation, Canada’s Debt Crisis, and Taiwan’s Currency Shock – What You Need to Know

China’s export woes are fueling domestic deflation, Canada’s debt crisis is deepening, and Taiwan’s currency is surging to new highs — three econom... READ MORE

DunhamDC 5/6/2025

UPDATE: DunhamDC Responds to Rising Market Greed with Double Sell Signal

DunhamDC and Dunham US models both issued SELL signals on May 2nd, responding to the longest S&P 500 rally since 2004. As greed returns and valuati... READ MORE

Macro 5/2/2025

Why a Falling Dollar Is Forcing Foreign Investors to Rethink Currency Hedges

A falling dollar and weak U.S. equities are creating a perfect storm for global investors. With $30 trillion in unhedged exposure, the quiet shift ... READ MORE

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... READ MORE

Dunham Deep Dive 4/25/2025

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

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

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

Retirement 3/25/2025

Inflation, Food, and 50-Year Retirements: What Planners Should Know

Even at the Fed’s 2% inflation target, retirees living 30–50 years post-retirement may see their purchasing power erode dramatically. Our latest re... READ MORE

Dunham Deep Dive 3/21/2025

Government Jobs Have Surged, Consumer Credit is Deteriorating, and Global Uncertainty Explodes

Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un... READ MORE

DunhamDC 3/18/2025

Stock Market Sell-Off? Why DunhamDC Buys When Others Panic

As markets tumbled and fear took hold, DunhamDC took a different approach—buying while others sold. Sticking to a disciplined strategy, we focused ... READ MORE