European stocks are pricing in a real Armageddon, and if that Armageddon doesn't occur, you'll have fairly decent returns, says author Bill Bernstein.
With U.S. stocks facing anemic growth in the years ahead, investors banking on 10% returns from equities should rethink their assumptions, says Research Affiliates' Rob Arnott.
The overall growth picture looks quite weak, but valuations of European stocks look compelling, says Morningstar OBSR's Peter Toogood.
FPA's Eric Bokota discusses his recipe for finding value in Europe for his new fund as well as why he's cautious of putting money into Asian names.
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