Grey San Francisco Chosen As AOR For Icontrol Networks' Piper Smart Home Brand
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Research and Markets: UK Wine Market Update 2014
The pickings continue to get slimmer for a proven group of top fund managers as the market continues to trade around its all-time high.
A group of top managers remains cautious and commits more capital to traditional defensive sectors, while taking advantage of a rising (and potentially overvalued) market to book some gains.
Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.
Amid the current challenging environment for defensive names, we see several opportunities for long-term investment in wide-moat companies at reasonable discounts.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
Beaten down by the specter of rising interest rates, a sluggish emerging-markets consumer, and currency headwinds, the U.S. consumer staples sector offers strong dividends, high-quality stocks, and an attractive relative valuation.