We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some highlights…

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who missed the webinar to watch the replay. Let us know if you have any questions or feedback on the discussion.

The best (though understandably frustrating) explanation for the present volatility is that stock markets are doing what they often do in the short-term: fluctuate unpredictably.