Manager Insights from Morningstar.com
Summary: Morningstar Editors and Analysts interview top money managers to get their insights on current market events, investment opportunities, and strategies.
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- Artist: Morningstar.com
- Copyright: Copyright 2010, Morningstar Inc.
Podcasts:
The market is valuing stocks on a more normalized level of interest rates, not the actual current level, so a rise in rates shouldn't really hurt equities, argues manager John Osterweis.
Tweedy, Browne manager John Spears touches on his team's process in finding yield opportunities, and also his appreciation for Wells Fargo.
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.
Despite a runup in its share price, Berkshire still trades at a discount and offers great opportunities to protect and grow capital over time, says BBH's Tim Hartch.
Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.
Glenmede manager Chris Colarik sees growth ideas in the auto and aerospace industries, while calming political headwinds could make way for the tech sector, as well.
Western Asset manager Ryan Brist expects a lot of risk in the corporates market in 2013-14, as banks pare risky lending practices and opportunities to enter or exit the bond market shrink.
The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.
