Insights on Market Dynamics and Global Opportunities: A Discussion with David | David Herro, CIO , Harris Associates. 00:10:00
David discusses Alphabet's resilience, emphasizing its long-term value creation strategy and solid cash flow generation despite short-term market fluctuations. He also highlights the compelling opportunities in undervalued European financials and industrials, pointing out their potential for significant returns over the coming years. Additionally, he shares insights on global investment strategies, including his underweight position in the US and the attractiveness of European and Japanese markets due to their discounted valuations.
