Insights
2024 Election: Economic forces are stronger than political winds
October 31, 2024
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
Insights
October 31, 2024
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
Insights
October 16, 2024
Oakmark Portfolio Manager Bill Nygren discusses why he and his team believe there’s increased risk in the S&P 500 today — and how they...
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Insights
October 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
Insights
September 30, 2024
It remains our job, at Harris Associates, to see through these impending headlines (aye, not ignore), understand the impact to cash flows, and evaluate...
Insights
September 19, 2024
The Federal Reserve is finally catching its breath in the fight against inflation. We think the Fed’s decision will be positive for credit across...