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  1. Ideas for Global Growth

    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.

  2. A Different Story in Hong Kong Real Estate

    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.

  3. Third Avenue: Seeing on-the-Ground Strength in Hong Kong

    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.

  4. De Vaulx: We've Found Bargains in the U.S.

    The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.

  1. The U.S. Fiscal Negotiations: Update and Expectations for the Coming Weeks

     

  2. Jim Harvey on Why It’s a Stock-Picker’s Market

     

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