
Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

How Fed rate hikes, global commodity players, and late cycle market dynamics are factoring into portfolio decisions is shared by Fixed Income Manager Elaine Stokes.

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

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