A Selection of Market Outlook Articles

As usual, we read just about every year-end market review and 2012 outlook we could find over the past several weeks, and we thought we’d share some of them with you.  Unfortunately, some of what we reviewed is behind pay walls, but the ones offered below are available and provide a range of insightful commentary.

The Economy’s Not as Bad as You Think by Russell Pearlman (SmartMoney)

Commentary on The Oakmark International and International Small Cap Funds by David Herro

Commentary on the Oakmark and Oakmark Select Funds by Bill Nygren

PIMCO Cyclical Outlook: Deleveraging, Austerity and Europe’s Potential Minsky Moment by Saumil H. Parikh

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