Fri, 4 Oct 2013
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Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.
Fidelity fund manager Bill Kennedy is seeing stock-picking opportunities amid better investment prospects in Europe , improving consumption in Japan, and cheap P/Es in Korea.
Europe is currently trying quick fixes, but the continent will need to make major structural reforms in order to solve the sovereign debt crisis, says Artio's Rudolph-Riad Younes.
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.
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