2012 shows the importance of paying attention to valuations amid the doom-and-gloom headlines.
First Eagle's Abhay Deshpande thinks the U.S. and Europe will avoid another major downturn, but he doesn't see a robust recovery either.
Matthews Asia's Jesper Madsen thinks Japanese firms that look to China for growth will be able to overcome domestic macroeconomic overhangs.
First Eagle's Matthew McLennan differentiates the portfolios' breakdown by country of domicile versus revenue source.
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