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.
Five stats from the market and the stories behind them. This week: falling sales for Wal-Mart, rising hopes for Google, and a tremendous jump in Japan.
Aggressive easing policies, particularly in the U.S. and Japan, are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.
After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.
Relative to history and expectations, bonds are overpriced in general, says Loomis Sayles Bond manager Dan Fuss, who is taking a selective approach with caution toward credit risk.
Morningstar's top strategists discuss their tips for investing in a rising-rate environment, where equity values lie, and some of their favorite investment ideas right now in this special midyear roundtable.
If you believe success in today's stock market demands selectivity, these fund managers have proven they can deliver, says Morningstar's director of personal finance.
CEOs from three moat-worthy firms are in the running for this year's award.
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