Fidelity's John Carlson says there's still plenty of opportunity to diversify with emerging market debt, for which the China slowdown is less of a drag.
Bob Brown, Fidelity's bond group president, says with rates unlikely to rise anytime soon and US growth weak, the safe-have, flight-to-quality argument remains sound — even if your're tired of hearing it.
Secure, steady and safe. Those three words once associated with the rules of retirement investing no longer hold true, as many retirees have been forced to assume more risk than they would like.
Some see the bond market rally as tired and overblown, while others say stocks are vulnerable to risk even though they are historically undervalued. So what's an investor to do?
Market pros are split over whether defensive or cyclical stocks will drive the market in the second half of 2012. But they agree that companies catering to U.S. consumers will lead the charge.
James Kieffer, Artisan Partners managing director, and John Carlson, Fidelity fund manager, reveal their top stock picks, and where investors can find global growth opportunities in emerging markets.
Jack Bogle, The Vanguard Group senior chairman & founder, shares his view on selloff. "It's a great day for buyers and a terrible day for sellers," he says.
Matthew McLennan, First Eagle Global Fund, says that in an environment where money has been "corrupted," you have to look for opportunities to generate real returns outside of traditional places.
George Gatch, JPMorgan Asset Mgmt. Global Funds CEO, discusses what investors should be focused on at this stage of the euro zone crisis.
Steve Walsh, Western Asset Management, says credit could outperform equities in the long-term.
Dan Fuss, Loomis Sayles Bond Fund, and Meggan Walsh, Invesco Diversified Dividend Fund, share their favorite dividend plays.
Michael Hasenstab, Templeton Global Bond Fund, says the European debt crisis is a blessing in disguise. "Politicians only act when there is a gun to their head," he tells CNBC's Tyler Mathisen.