The Dodge & Cox Income manager discusses the fund's ongoing rate-risk mitigation, recent reduction in agency mortgages, and non-U.S. dollar-dominated picks.
Emerging-markets consumer stocks are one of the few areas of long-term growth as the people are buying, eating, and drinking better, says Virtus Foreign Opportunities manager Rajiv Jain.
Accuvest Global Advisors' David Garff discusses the benefits of using CDS spreads in evaluating country-specific risk, how he looks at country correlations, themes driving non-U.S. equities, and more.
Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.
Part 2 of a Q&A with Mihir Worah, head of PIMCO's real return portfolio management team.
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