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  1. 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.

  2. 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.

  3. Only a Haircut Will Do in Europe

    While liquidity may provide temporary relief, only debt reduction--and a creditor haircut--will put Europe back on the road to growth, says TCW's Komal Sri-Kumar.

  4. Younes: Europe Taking Easy Medicine First

    Europe is currently trying quick fixes, but the continent will need to make major structural reforms in order to solve the sovereign debt crisis, says Artio's Rudolph-Riad Younes.

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