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  1. Trying to Hold On

    Industry headwinds could slow down some companies, but further central bank moves and improving housing data offer the economy much-needed support.

  2. Indirect Plays on Emerging Markets

    PIMCO EqS Pathfinder manager Anne Gudefin says the fund tends to find more value in some of the multinationals listed in the developed world--like Danone, Pernod Ricard, and Carlsberg--with strong prospects in emerging markets.

  3. The Fed's Punch Bowl Problem

    Though its current deflation-fighting actions are valuable, charting a successful exit plan will be difficult, says former Fed governor and economics professor Randy Kroszner.

  4. Finding Long-Term Value in Japan

    Matthews Japan manager Taizo Ishida on the rising importance of Asian markets to Japanese companies and the need for a long time horizon in the region.

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