The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.
Several commodities may lose a long-standing structural demand driver in China's economic shift.
Fund managers give mixed reviews on China's short-term prospects but say problems are surmountable.
Get our sector-by-sector take on the bond markets, plus our five best bond ideas.
Our sector-by-sector take on the corporate credit markets, plus top bond picks.