From European elections to Brexit implementation, a discussion of geopolitical considerations that may impact the markets in 2017.
David Herro of Harris Associates discusses some of the positive trends developing across global economies.
David Herro of Harris Associates makes the case for focusing on fundamentals, regardless of the market environment.
Trade restrictions, increased cyclicality and elevated valuations may be challenges in 2017.
Thoughts on valuations in fixed-income, real estate, and stocks are discussed.
The ramifications of tariffs and trade wars for the global economy are discussed.
Panelists discuss the market responses to Donald Trump’s election victory.
Think twice about the initial market reactions to the new President-elect.