October data show continued inflows for bonds (including riskier fixed-income assets), while investors withdrew money from U.S. stock mutual funds and ETFs.
Dodge & Cox's Charles Pohl is actively looking to invest in firms with exposure to emerging market consumers.
Morningstar'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.
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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