Thu, 10 Jan 2013
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First Eagle's Abhay Deshpande thinks the U.S. and Europe will avoid another major downturn, but he doesn't see a robust recovery either.
Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan .
Banks on a long-term basis represent wonderful franchises, the Artisan manager said. Plus, Yockey on Japan : 'They have twice as many problems as the Greeks do.'
Royce Funds' David Nadel discusses how non-U.S. cultures influence dividend payers, why Europe thrives on exports to emerging markets, and a growth story in Africa.
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