Conditions are “not so bad,” says one fund portfolio manager
But that doesn't mean mutual funds can't make money
But portfolio managers are concerned that some governments in Europe are not addressing the debt issues they're facing
Expansion of money supply is golden for managers of precious metals equity funds
Fixed-income fund portfolio managers say government bond issues have less upside potential than do corporate bonds
Supply of and demand for property is back in equilibrium, says a fund portfolio manager
But some portfolio managers of international equity funds are optimistic that China's economy will land softly
But fund managers say China's large appetite for commodities will be restored over the long term
"So many people have been focused on income," says one manager, "and not enough on outcome"
The region is healthy and its stocks are underappreciated, says one fund's portfolio manager