Dennis Lynch, manager of $1.2 billion Morgan Stanley Institutional Growth , says search engine companyQihoo ( QIHU ) is starting to take market share fromBaidu ( BIDU ). European stocks are poised for a rebound, fueled by a 14% growth of corporate profits in the Stoxx 600, Deutsche Asset & Wealth Management (DA&WM) forecasts. Things that will stay the same in fixed income: price declines on long-dated Treasuries and TIPS because rates are likely to rise and inflation is still low, he wrote.