Insights
Two tailwinds for fixed income
July 23, 2024
Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, explains why above–average rate volatility and bond supply are potential opportunities for future...
Insights
July 23, 2024
Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, explains why above–average rate volatility and bond supply are potential opportunities for future...
Insights
July 23, 2024
Bill Nygren, CIO-US and Portfolio Manager, debunks three value investing myths and shares his views on opportunities in the category given today’s markets and...
Insights
July 16, 2024
David Herro and Michael Manelli discuss potential catalysts for international stocks in the coming months and opportunities in the small cap value space.
Insights
June 30, 2024
With the market at an all-time high, we still see opportunities. Amidst potential political uncertainty, we remain focused on long-term results.
Insights
June 27, 2024
With four billion people heading to the polls in 2024, elections are top of mind for investors; David Herro, CIO-International and Portfolio manager discusses...
Insights
May 13, 2024
Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, looks beyond the market noise of inflation and the Fed, to recognize the...