From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

Over the near term, intra-party dynamics are likely to inform the shape of legislation as much as bipartisan tensions.

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

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 market trends, fund performance, and portfolio positioning.

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

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.

Dennis Alff, Senior Portfolio Manager and Dan Hughes, Client Portfolio Manager and both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

Stephen Davis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

Scott Weber, Senior Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.