Southern Europe Weathering Stormy Markets

As market volatility increases, one region that seems to be keeping a firm footing is Southern Europe, according to a recent article in The Wall Street Journal, that says, “If the events of 2018 haven’t dented the global growth outlook too much, then that could persist.” Italian, Portuguese and Greek stock markets are all in positive territory this year, the article reports, and Southern European government bonds are also performing well. “The mix of good bond-market… Read More

Investment Opportunities in Europe

European equities are back in favor with Investors, who pulled approximately $100 billion from the asset class in 2016, writes Validea CEO John Reese in a recent article for Nasdaq. The article explains that below average performance in oversea stocks over time has led to a big difference in valuations compared to the U.S. market, presenting opportunities for investors. The article also discusses mean reversion and the role it plays in market movements. Reese identifies the… Read More

Herro's Take On Greece

Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may well surprise you.

Herro’s Take On Greece

Recently, David Herro of Harris Associates spoke to CNBC about his thoughts on the Greece instability, and how that affects European investments — and the top fund manager’s outlook may well surprise you.

Herro: There's Value In Europe

Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders, Herro said he had about 80% of the portfolio in Europe and 11% in Japan. “How we are positioned is really a function of where we are finding individual-company value,” Herro tells Morningstar. “I think it’s really important to realize that a lot of these European… Read More