Janus Overseas manager Brent Lynn says investor risk aversion significantly weakened his fund's performance in the past two years, and he also details opportunities for his top holdings.
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.
The overall growth picture looks quite weak, but valuations of European stocks look compelling, says Morningstar OBSR's Peter Toogood.
Morningstar's Pat Dorsey and Josh Peters discuss three investments that offer a hedge against inflation while also providing better current income than Treasury Inflation-Protected Securities.
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