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Dan Culloton

Dan Culloton is director of equity strategies for Morningstar.

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Neither the stock nor the bond market is overwhelmingly attractive or, at this point, overwhelmingly risky, say Osterweis Capital's Matt Berler and John Osterweis.

Apollo is, among its peers, a high-quality company that can take steps to mitigate any problems that have arisen, says Osterweis Capital's John Osterweis.

The firm shorts 10-year Treasury futures for the first time to control duration and hedge stakes in some long corporates.

Diana Strandberg, a portfolio manager with Dodge & Cox International and Dodge & Cox Global, discusses the outlook for financials and enhancements to the shop's investment process.