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  1. Investing at a Crossroad for Bonds

    We're limiting exposure to the front end of the interest rate curve in the U.S. and U.K., and shifting money to emerging-markets debt ahead of monetary easing in those regions, says BlackRock fixed-income CIO Rick Rieder.

  2. Only a Haircut Will Do in Europe

    While liquidity may provide temporary relief, only debt reduction--and a creditor haircut--will put Europe back on the road to growth, says TCW's Komal Sri-Kumar.

  3. Younes: Europe Taking Easy Medicine First

    Europe is currently trying quick fixes, but the continent will need to make major structural reforms in order to solve the sovereign debt crisis, says Artio's Rudolph-Riad Younes.

  4. 2 Catalysts for European Bank Growth

    A decrease of regulatory issues combined with the ability to distribute more dividends will be key drivers of improvement for European financial-services firms, says Causeway manager Harry Hartford.

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