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  1. 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.

  2. Ketterer: Today's Ideal Environment for Value Investors

    Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.

  3. Prepare for a Muddle-Through Economy

    First Eagle's Abhay Deshpande thinks the U.S. and Europe will avoid another major downturn, but he doesn't see a robust recovery either.

  4. 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.

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