Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.