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  1. Semple: Constructive on Emerging Markets

    Though they've traditionally traded at a discount to developed markets, emerging markets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.

  2. Holiday Sales Better Than a Lump of Coal

    Despite recent conflicting reports, holiday retail sales should manage decent 3.5% to 4% year-over-year growth once all the data is in, says Morningstar's Bob Johnson.

  3. Want Dividends? Look Outside the U.S.

    Royce Funds' David Nadel discusses how non-U.S. cultures influence dividend payers, why Europe thrives on exports to emerging markets, and a growth story in Africa.

  4. Playing the Cards in Financials

    Eric Fischman, manager of MFS Growth, thinks card-processors Visa and MasterCard will show above-market earnings growth for the next three to five years.

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