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.
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.
Several European banks have proved their mettle amid the continent's financial turmoil and are well-positioned for long-run growth, says Janus Overseas manager Brent Lynn.
The Oakmark manager says the fund is able to pick up quality names at 60% to 70% discounts amid a market that's selling first and asking questions later.
The market's flat performance amid terrible macro headlines holds an important insight for investors, says Sanibel Captiva Investment Advisers' Pat Dorsey.
We don't know what the end game in Europe is yet, but these firms should be able to withstand the flood, says Morningstar's Paul Larson and Dave Sekera.
BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe.
After a period of relative calm, the Italian elections and fight over the sequester underscore some of the structural problems facing the global economy; investors should be prepared for volatility, says Morningstar's Jeremy Glaser.
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