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  1. Europe Stumbles Once Again

    A possible bank default and soft industrial production figures have rekindled some nervousness about the European recovery.

  2. Consumer Cyclical Picks for a Choppy Retail Market

    Steady U.S. retail spending and rebounding European and Chinese sales offer decent end-market outlooks for consumer cyclical companies, but the larger retail spending environment remains uncertain around the world.

  3. UPDATE: 10 biggest S&P 500 winners and losers for 2014

    UPDATE: 10 biggest S&P 500 winners and losers for 2014

  4. UPDATE: 10 biggest S&P 500 winners and losers for 2014

    UPDATE: 10 biggest S&P 500 winners and losers for 2014

  5. Coach Widens the Playing Field

    The brand's quality and price should resonate with global consumers, particularly in Europe.

  6. Tax Reform Proposal Alarms Retirement Industry

    It's the wrong time to buy into these firms.

  7. Stock Funds: The Five-Year Rally's Big Winners

    Small was large and consumer cyclicals ruled on the performance charts, but after a period when nearly everything did well, what's the next move for stock-fund investors?

  8. Our Outlook for Consumer Cyclical Stocks

    The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.

  9. 10 High-Conviction Purchases by Our Ultimate Stock-Pickers

    Our managers are still finding attractive opportunities in a more richly valued market.

  10. Top 10 Holdings of Our Best-Performing Ultimate Stock-Pickers

    While a majority of our top fund managers are outperforming this year, five of them truly stand out from the rest given their ability to outperform the market over all time periods.

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