The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Causeway's Sarah Ketterer on picking through the rubble in Europe and how to like Japanese stocks without liking Japan.
Given current yields on stocks versus bonds, it may be an intelligent move for investors to allocate assets to dividend-payers, says Portfolio Solutions' Rick Ferri.
Bonds may have done well over the last decade but dividend paying stocks like J&J may be the best bet for the next ten years says Morningstar's Josh Peters.
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