A slowdown in Asia could cause an even further drag on core Europe, especially export-dependent Germany, warns BlackRock's James Bristow.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
FPA's Eric Bokota discusses his recipe for finding value in Europe for his new fund as well as why he's cautious of putting money into Asian names.
Artio manager Rudolph-Riad Younes on why the commodity sector offers two birds with one stone and how Eastern Europe is positioning to outperform.
European investors also turned negative, although their pessimism was less pronounced. Asian institutional investors grew slightly more optimistic.
Basic materials companies are in a period of very mixed near-term outlook in terms of end-market demand.
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