Thought leadership

Financials remain the cheapest sector in the market.

SLADX, Davis Advisors

Over the longer term, human ingenuity has led to stunning progress in addressing a vast range of h ...

CFIMX, Davis Advisors

While the pandemic of 2020 extracted an awful toll on so many families, it also highlighted the in ...

Davis Advisors

BBH Funds' quarterly commentaries

BBH, U.S. Stocks, Core Bonds, Munis, International Stocks, Cash

It is still too early to say to what extent the recent inflation increases are temporary vs. struc ...

Inflation

Today the Big Tech antitrust review in China seems driven by similar goals and circumstances to th ...

International Stocks, Davis Advisors

In certain spots, speculative valuations have bubbled up. That does not describe the whole market.

Davis Advisors, Global Stocks

The trend of stricter regulatory oversight of Big Tech is one that is global in nature.

International Stocks, Davis Advisors

Starting in earnest in November 2020, the Chinese government embarked on a comprehensive antitrust ...

Davis Advisors, Global Stocks

The financial resiliency and health of most major economies have been tested, but one by one, they ...

Davis Advisors

We think China's actions will result in a more sustainable growth path.

EM Stocks, China, Technology

We think the near-term impact on U.S. stocks would be modest, but we do have concerns about changi ...

U.S. Stocks, Taxes