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.
Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.
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.
The screening processes for high-quality dividend payers may not be as effective in emerging markets.
We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.
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