I still like Europe and dividend-paying stocks.
Setbacks aside, Target still has good fundamentals.
We won’t see a repeat performance of 2013.
I continue to be overweight emerging market stocks.
The worst may be over in the developing market stock slump.
I expect to see emerging markets recover.
Commentary from portfolio manager Charles Sizemore.
With stocks less attractively valued, dividend plays will be key.
The Covestor Global Macro portfolio is overweight on European stocks.