Rob Isbitts, chief investment officer of Sungarden Fund Management, says that despite the past month of moderating emotions in the investment markets, we still are looking at an environment that offers danger and big gain potential at the same time.
These expert picks offer exposure to the many potential opportunities in emerging markets.
Emerging market stocks could be the big winners thanks to a dovish Federal Reserve.
Cement stocks will be big beneficiaries of the Chinese administration's infrastructure growth plans.
After disappointing investors for years, EMs are finally showing signs of life this winter.
Six Flags blames a 'challenging macroeconomic environment' in China for missing revenue estimates.
The five-decade Wall Street analyst Dick Bove just couldn't bring himself to raise money for a bank-stock fund at a time when he thinks banks are likely to be lousy stocks.
Loans to companies with low credit ratings swelled by 15% last year to $1.3 trillion, prompting warnings from the Federal Reserve and International Monetary Fund. Yet Wall Street firms that are deeply immersed in the market, from banks including JPMorgan Chase to private-equity firms like Blackstone, say they don't see what the problem is.