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  1. Key Themes for the Small-Cap Space

    Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.

  2. A 'Defensive' Bond Pick

    Spirit AeroSystem's 2017 bond looks attractive, despite talk of defense budget cuts.

  3. Sri-Kumar: Europe in Recession in Next 6 Months

    The slowing German and French economies have escalated eurozone recessionary fears, and investors should have no holdings in European debt and equity, says TCW's Komal Sri-Kumar.

  4. From 'Insanity,' Opportunity

    Third Avenue CIO and Small-Cap Value manager Curtis Jensen says policy uncertainty today is getting translated into mispricings in areas like health care, banking, and aerospace and defense.

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