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  1. Contrarian Approach to Growth Pays Off

    Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.

  2. Investing Lessons From 2012

    2012 shows the importance of paying attention to valuations amid the doom-and-gloom headlines.

  3. Grantham Keynote: Investing in a Slower-Growth World

    The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.

  4. Grantham: Value Matters in Everything

    GMO chief strategist Jeremy Grantham on the distinction between growth and return, and the importance of normalizing for profit margins.

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