Merk Funds Axel Merk describes the process behind the fund firm's Hard Currency, Absolute Return, and Asian Currency Fund, and how investors should think about the role of a currency fund in their portfolios.
Matthews Asia's Jesper Madsen sees Asian markets not just as a growth story, but also as a good source of expanding dividends.
Even after working through the impact of impending regulations, valuations for the for-profit educators are far higher than where they are trading today, says RS Investments manager Joe Wolf.
Washington Post's bonds could get a boost once some of the murkiness hanging over for-profit education and its Kaplan unit is cleared up.
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