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De Vaulx: We've Found Bargains in the U.S.The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
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A Different Story in Hong Kong Real EstateAnalyst Pick Third Avenue Real Estate Value manager Mike Winer says well-financed Hong Kong real estate companies are positioned for growth in a strengthening local market.
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Third Avenue: Seeing on-the-Ground Strength in Hong KongFresh from a trip to Asia, Third Avenue Value manager Ian Lapey discusses the fund's Hong Kong commecial real estate holdings, plus potential opportunities in oil and gas exploration and insurance.
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Time to Adjust Your Bond Expectations?Bonds are a better option than cash and less volatile than stocks, but investors should be mindful of headwinds and possibly rethink their fixed-income allocations, says Morningstar's Christine Benz.
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