Several European banks have proved their mettle amid the continent's financial turmoil and are well-positioned for long-run growth, says Janus Overseas manager Brent Lynn.
Europe is currently trying quick fixes, but the continent will need to make major structural reforms in order to solve the sovereign debt crisis, says Artio's Rudolph-Riad Younes.
Concerns that Germany will permanently ban nuclear power have created two very attractive short-term dividend yield plays with a lot of long-term potential, according to Morningstar's Travis Miller.
Despite rising concerns about eurozone GDP, positive trends in U.S. industrial output and a resilient consumer should buttress the U.S., says Morningstar's Bob Johnson.