Morningstar's Jeremy Glaser and Christine Benz offer investors some guidelines for assessing fundamental valuations and asset allocations during times of turmoil.
Industry headwinds could slow down some companies, but further central bank moves and improving housing data offer the economy much-needed support.
The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
Investors should account for the effect of higher rates as well as moderate their return expectations, says the Wall Street Journal columnist.
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