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  1. Prepare for a Muddle-Through Economy

    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.

  2. Ketterer: Today's Ideal Environment for Value Investors

    Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.

  3. Want Dividends? Look Outside the U.S.

    Royce Funds' David Nadel discusses how non-U.S. cultures influence dividend payers, why Europe thrives on exports to emerging markets, and a growth story in Africa.

  4. Yockey on European Banks: The Strong Will Get Stronger

    Banks on a long-term basis represent wonderful franchises, the Artisan manager said. Plus, Yockey on Japan: 'They have twice as many problems as the Greeks do.'

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