A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt.
Matthews Japan manager Taizo Ishida on the rising importance of Asian markets to Japanese companies and the need for a long time horizon in the region.
Morningstar's Adam Fleck highlights the possible business impact on the utilities, energy, auto, and construction sectors.
The IVA Worldwide manager says the fund has been adding to existing holdings amid the sell-off to maintain its pre-crisis weighting to Japanese names, but has been exercising restraint in the region.
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