By Daily Crux Editor Sean Goldsmith:

Some of the world’s top money managers - George Soros, John Paulson, and James Melcher – see tough times ahead for investors. They expect a struggling consumer, weak earnings, and major inflation.

Soros calls it a “trading market,” and urges investors to take profits on a stock, even if it looks promising in the long term.

Despite the overall bearish view, these investors are all buying certain sectors of the market.

Soros sees opportunities in Brazil, India, and China. In particular, he likes Brazilian oil giant Petrobras.

Paulson has been buying top-grade residential mortgage-backed debt, commercial mortgage-backed securities, and shares in several financial institutions, like JPMorgan and Capital One.

Melcher is long top-rated corporate bonds yielding around 6.5%.

Opportunities abound, you’ve just got to be selective...

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