The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

  • January 25, 2019
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.