Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
Analyst Pick Third Avenue Real Estate Value manager Mike Winer says well-financed Hong Kong real estate companies are positioned for growth in a strengthening local market.
Fresh from a trip to Asia, Third Avenue Value manager Ian Lapey discusses the fund's Hong Kong commecial real estate holdings, plus potential opportunities in oil and gas exploration and insurance.
The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
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