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  1. Semple: Constructive on Emerging Markets

    Though they've traditionally traded at a discount to developed markets, emerging markets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.

  2. Time to Look at Copper Plated Bonds?

    Southern Copper's solid balance sheet and low-cost structure will help protect bondholders no matter where copper prices go says Morningstar's Dan Rohr.

  3. Rising Commodity Prices a Boon for Miners' Balance Sheets

    The unexpectedly quick rise in commodity prices after the downturn has allowed many miners to paper over their balance sheet sins, says Morningstar's Dan Rohr.

  4. Want Dividends? Look Outside the U.S.

    Royce Funds' David Nadel discusses how non-U.S. cultures influence dividend payers, why Europe thrives on exports to emerging markets, and a growth story in Africa.

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