But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
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.
The U.S. is particularly well situated compared with almost any other economy in the world right now, says Morningstar's director of economic analysis. These four factors should push 2012 GDP growth ahead of 2011's rate.
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