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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. Bootle: Long Haul to Recovery for Developed World

    Interest rates may continue at low levels for quite awhile with deflation being a live risk, says Roger Bootle, author and managing director of Capital Economics.

  4. 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.

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