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News + Insights

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News

David Herro on CNBC’s “Squawk Box” (04.08.25)

April 8, 2025

CIO-International Equities and Portfolio Manager David Herro discussed finding opportunity amid tariff uncertainty and market volatility during a CNBC “Squawk Box” interview.

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David Herro, CFA
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Insights

Markets in turmoil: Our views on the tariffs

April 7, 2025

The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.

Recent Commentary

The S&P 500 has corrected, now what? | U.S. equity market commentary 1Q 2025

During March, the S&P 500 fell 10% from its year-to-date peak in January; should investors be worried? Considering...

Are global markets shifting? | International equity market commentary 1Q 2025

As non-U.S. company earnings improve, and leadership and policy changes take place in Europe – the valuation gap is...

Today’s uncertainty gets priced into the market | Fixed income market commentary 1Q 2025

As tariffs and news headlines drive uncertainty, fixed income markets have started pricing in the impacts – presenting opportunity...