Investment Outlook: 2021 & Beyond
For 2021 and beyond, we think a reasonable base case is for a global economic recovery starting in the second or third quarter once the widespread distr...
Year-End 2020 Investment Commentary
We expect that 2021 will see the end of the pandemic, and our society can then follow markets and the economy in bouncing back.
Oakmark International Second Quarter 2020 Call Notes
On a recent conference call, David Herro discussed international fund performance, estimates of the portfolios' margins of safety, an overvalued U.S. do...