A growth element is important to help protect you against rising interest rates, says senior analyst Travis Miller.
The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
The overall growth picture looks quite weak, but valuations of European stocks look compelling, says Morningstar OBSR's Peter Toogood.
Morningstar's Heather Brilliant explains why investors should care about movement in market and sector correlations.
The author does not own any of the stocks or funds mentioned above.
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