Comanagers Charles Pohl and Diana Strandberg are discovering growth advantages for certain players in the semiconductor and mobile data spaces, particularly in emerging markets.
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.
The screening processes for high-quality dividend payers may not be as effective in emerging markets.
BlackRock's Heidi Richardson, University of Chicago professor Randy Kroszner, and Morningstar's Bob Johnson tackle today's key macro issues--including employment, housing, consumer and corporate spending, the Fed taper, and much more.
©2014 Morningstar Advisor. All right reserved.