Petroleo Brasileiro SA Petrobras ADR

These companies are finally set to deliver free cash flow, and in several cases the market is missing it.

As we wrap up the second quarter, our equity analysts name their best ideas in every sector.

The longer the delay, the worse the supply onslaught becomes.

The progress that the new management team has delivered as well as future improvement is largely reflected in the current stock price.

Most categories managed to climb a wall of worry as emerging markets and energy revived.

2017 will bring its fair share of challenges to this relatively small investment universe.

In isolation, this will be a valuation tailwind for our coverage, but in most cases it will be modest.

Almost, but not quite.

Looking back at a difficult 12 months for some of our favorite emerging-markets funds.

The boost from declining rates may be over, but macroeconomic fundamentals in the U.S. should generally be supportive of credit risk.

A tumultuous conclusion to a challenging 2014.

Both moderate and bold options.

Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.

There are many different types of emerging-markets bonds.

After several years of mixed returns, investors are rethinking how they get exposure to emerging markets.

Some posters view pessimism as a contrarian indicator, while others are taking a muted approach to investing in emerging markets.

Emerging-markets consumer stocks are one of the few areas of long-term growth as the people are buying, eating, and drinking better, says Virtus Foreign Opportunities manager Rajiv Jain.

Concerns of global systemic shocks have lessened from previous levels, and corporate issuers are more likely to take on riskier bets, according to Dodge & Cox's Tom Dugan.

Our winner has done a stellar job at capital allocation, identifying major industry trends, investing billions in capital ahead of the shifts, and then executing brilliantly on deals.

The Dodge & Cox Income manager discusses the fund's ongoing rate-risk mitigation, recent reduction in agency mortgages, and non-U.S. dollar-dominated picks.