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  1. 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.

  2. 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.

  3. Where Bond-Fund Skippers Are Sailing

    A number of core bond-fund managers have moved away from Treasuries and toward opportunities in emerging markets and mortgage-backed securities.

  4. Sri-Kumar: We're in a Tread-Water Market

    TCW's Komal Sri-Kumar and Adam Coppersmith describe their defensive portfolio positions, including short positions on the euro emerging markets, and defensive fixed-income positions.

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