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.
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.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
There are good opportunities in Europe if you believe that the region's political leaders will be able to hold the euro together, says Seven Investment Management's Justin Urquhart Stewart.
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