David Herro of Oakmark International Fund, thinks all the talk from the ECB will soon end, and Mario Draghi will finally start to get liquidity back into the system.
David Herro: Buy Japan, Europe equities
Odey's Brook Absolute Return Fund was up 10.25% for the third quarter, smashing the MSCI World's total return of 2.47% in sterling. In his third-quarter letter to investors, which was reviewed by ValueWalk, James Hanbury said the quarter's macro environment was not ideal for Brook Asset Management. Despite that, they saw positive contributions and alpha Read More