Perspectives Content Submission
Tue, 9 Mar 2010
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The overall growth picture looks quite weak, but valuations of European stocks look compelling, says Morningstar OBSR's Peter Toogood.
While liquidity may provide temporary relief, only debt reduction--and a creditor haircut--will put Europe back on the road to growth, says TCW's Komal Sri-Kumar.
FPA's Eric Bokota discusses his recipe for finding value in Europe for his new fund as well as why he's cautious of putting money into Asian names.
PIMCO's Andrew Jessop sees opportunities with European and health-care high-yield bonds but also warns of likely lower returns beginning in 2013 given the recent runup.
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