Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

From infrastructure spending and taxes to Fed policy and Covid-19 surges in India, Portfolio Manager Jack Janasiewicz discusses recent repositioning in light of a lengthy list of potential worries arising in the past two months.

Retirement plan advisor specializing in sustainable investing discusses fiduciary responsibility and the benefits of using ESG investments in 401(k) plans.

Discussion on 2021 infrastructure packages and how they are dragging taxes into the picture. Can President Biden get his tax hike and what will it mean for markets and investors.

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some thoughts on near-term market dynamics.

Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.

David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Bill Nygren, portfolio manager of Oakmark and Oakmark Select Funds, reviews and discusses recent trends, fund performance, and portfolio positioning.