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.
Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.
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.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
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