Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
Artisan's Scott Satterwhite, James Kieffer, and George Sertl, Morningstar's 2011 Domestic-Stock Managers of the Year, explain why they see the best risk/reward trade-off in large, high-quality companies.
Owning high-quality companies will be integral to achieving growth in a low-growth environment, says the Davis/Selected American manager.
REITs look overvalued in general, but certain business models and individual names still look especially attractive.
With a low price/book value, the reward for AIG stockholders could be attractive, but the franchise has been weakened, says Davis/Selected American manager Ken Feinberg.
Every investor in their 60s should be prepared for the large possibility that they could experience a cognitive decline in their 80s, says Harvard professor David Laibson.
Sequoia's David Poppe says the fund likes the tailwinds in health care but has tried to avoid the reimbursement risks.
Morningstar analysts Erin Davis and Maclovio Pina discuss the inevitability of a Greek default and which banks are most exposed to Greek debt.
Our assessment of management and management changes fueled two upgrades and two downgrades recently.
The good news for the merger and acquisitions market in 2012? Corporate profit margins have soared.
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