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  1. Conditions Ripe for More Market Turbulence

    After a period of relative calm, the Italian elections and fight over the sequester underscore some of the structural problems facing the global economy; investors should be prepared for volatility, says Morningstar's Jeremy Glaser.

  2. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  3. Contrarian Approach to Growth Pays Off

    Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.

  4. Janus: These 'Champion Banks' Are Long-Term Winners

    Several European banks have proved their mettle amid the continent's financial turmoil and are well-positioned for long-run growth, says Janus Overseas manager Brent Lynn.

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