Investors have fled overseas markets and commodities as Europe's debt crisis eroded the outlook for global growth. But asset managers say that now is the time to be contrarian. Here's what five asset managers say are the best ways to play foreign and commodity ETFs in the second half of the year. Mark W. Eicker, chief investment officer of Sterling Global Strategies in Carlsbad, Calif., with $100 million in assets. The IShares MSCI EAFE Index