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  1. Contrarian Approach to Growth Pays Off

    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.

  2. European Economy Set to Lag the U.S. in 2013

    But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.

  3. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  4. Why Europe Is the Investment Opportunity of a Generation

    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.

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