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.
BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China, and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.
Rising input costs and global food consumption will be key factors in the coming years for agriculture-related stocks, according to Morningstar's Adam Fleck.
Schwab's Michael Iachini says investors should dig deeper to truly understand a fund's liquidity, plus offers tips for investing in commodity and China ETFs.
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