In a world awash of money and structural problems, two global-allocation managers find opportunities.
A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt .
Causeway International Value comanager Harry Hartford explains why he sees value in an airline name as well as two stocks that will benefit from emerging-markets growth.
A decrease of regulatory issues combined with the ability to distribute more dividends will be key drivers of improvement for European financial-services firms, says Causeway manager Harry Hartford.
GMO's Ben Inker says retirement portfolios should broaden the scope beyond solely age-based stock and bond allocations and evaluate the risk/return profile of equities as well as how much money is needed for retirement.
When stocks have dropped, these funds tend to outperform their peers.
As economic concerns weighed, taxable-bond funds were the strongest asset gainers in May, but their inflows were only about half what they were the prior month, says Morningstar's Kevin McDevitt .
Very attractive valuations compared to the U.S. market and an increased focus on shareholder value from Japanese companies combine to make Japanese equities attractive--but mind your yen exposure, says Dennis Stattman, manager of the Gold-rated BlackRock Global Allocation Fund.
These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.
Has the company become too big?