Wed, 18 Dec 2013
Slowing economic growth in emerging markets weighed on hedge funds in November.
The market was a selective shopper this week, latching onto the notion of more stimulus, but hesitating to buy into the Spanish bank bailout and cutbacks at Nokia.
Morningstar markets editor Jeremy Glaser sizes up the impact of this week's central bank actions, same-store sales report, and more.
Market-driven rate declines and lower inflation should be an automatic stimulus to the economy, reducing the need for further Fed intervention, says Morningstar's Bob Johnson.
As economic woes continue to make headlines, investors should tune out the macro noise and understand that good companies perform better in difficult times, says Sanibel Captiva's Pat Dorsey.
Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.
Sanibel Captiva's Pat Dorsey addresses weakened earnings expectations for the quarter, Europe's effect on stock prices, and a tech name worth watching.
Morningstar markets editor Jeremy Glaser digs into divergent views on stimulus, Europe's way forward, in the media market, and more.
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.
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