Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.
A revitalized housing market, better-than-expected manufacturing data, and favorable seasonal adjustment factors could give a modest boost to September employment, says Morningstar's Bob Johnson.
October job gains could come in modestly higher than consensus given a positive seasonal adjustment factor, recent economic trends, and possible tailwinds from construction and retail.
International Manager of the Decade David Herro on misvalued asset managers and his increasing interest in Japanese companies.
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