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Investors Still Beating a Path to BondsOctober data show continued inflows for bonds (including riskier fixed-income assets), while investors withdrew money from U.S. stock mutual funds and ETFs.
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Pohl: Rise of Emerging Markets Creating OpportunityDodge & Cox's Charles Pohl is actively looking to invest in firms with exposure to emerging market consumers.
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Carlson: Investors Got Complacent About Emerging MarketsMorningstar's 2011 Fixed-Income Manager of the Year John Carlson outlines his strategy for Fidelity New Markets Income going into last year and what he expects for 2012 and beyond.
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Will the Economy Break Earnings' Win Streak?Wall Street expects 3Q will be the first down quarter of earnings in the recovery, but the U.S. economy should pick up some global slack, says Morningstar's Bob Johnson.
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