FPA's Eric Bokota discusses his recipe for finding value in Europe for his new fund as well as why he's cautious of putting money into Asian names.
The European Central Bank has helped soothe short-term sovereign debt worries in Europe, but long-term competiveness must be improved for the crisis to fully fade away, says Morningstar's Dave Sekera.
BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe.
There's no shortage of concerns for investors, but a recent reprieve in Europe, decent domestic growth (relatively speaking), double-digit stock gains, and a reviving housing market are worth an ounce of appreciation.
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