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US Equities: Mind the Gap
Bill Nygren from Harris Associates explains why its value investment philosophy and long-term perspective protect its portfolios against any emotion-driven overreaction when prices suddenly go up or down.
A New Momentum for Value Investing
David Herro from Harris Associates explains why value investing may be reaching a new momentum.
Europe And The Natural Gas Challenge: An Indicator Of Strength?
In the summer of 2022, Russia cut off most of natural gas supply, threatening European economies. A year on, the energy crisis has faded and Europe has adapted.
Narrow Breadth
We once again find ourselves in an environment where just a handful of stocks are conveying a skewed view of the path for equities as a whole.