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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.
David Herro from Harris Associates explains why value investing may be reaching a new momentum.
Au sein des marchés actions, l’année 2023 a été marquée par la forte surperformance des segments Croissance et Cycliques soutenus par plusieurs éléments.
Two years into Russia’s full-scale war in Ukraine, Loomis Sayles thinks a de facto conclusion to the war is possible within 12-18 months in a manner likely to favor Moscow at Kyiv’s expense.