Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
Portfolio Manager David Herro of Harris Associates discusses how macro economic instability can be exploited; how volatility can create opportunities to buy into businesses at low prices.
I saw a brilliant presentation recently, in which Lindsell Train joint founder and portfolio manager Nick Train characterised the equity investment market in the words of the poet Ogden Nash: “Shake, shake, shake the ketchup bottle! First none will come, and then a lot’ll.” If Train (whom I had not encountered before in person) was not […]
Nucleus has delayed plans to explore flotation after advisers reacted negatively to the proposal. Chief executive David Ferguson told Money Marketing in February that the terms of its ownership required the adviser-owned firm to explore a float this year. However, chief financial officer Doug Heron now says the plans have been shelved. He says: “Our […]
Japanese corporates reported record earnings growth in the second quarter of 2017, with nearly 70 per cent of companies beating expectations, leading to the biggest round of upgrades witnessed in over a decade. Watch Chris Taylor, Head of Japanese Equities, discuss the key drivers behind the surprise surge in corporate earnings. In the video, Chris discusses: Why […]
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