Investing: Riding Global Growth

Don't fret about the jobs lag at home. Our panel sees solid gains led by China shaping a classic economic recovery

Long-term interest rates were supposed to be going up by now, and after a blistering run, stocks may have got ahead of the recovery. Meanwhile, job growth has been lackluster, and suddenly terrorism concerns are back in the markets. In short, things are as confused as ever. To sort it out, TIME asked a panel of portfolio managers, moderated by senior writer DANIEL KADLEC, to assess the state of our investments. Our panelists are stalwart long-term bulls on the global economy and believe job growth will return this year. There is wisdom in dividends, they say. And the best buys in...

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