The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.
Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.
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.
Our sector-by-sector take on the corporate credit markets, plus top bond picks.
Get our sector-by-sector take on the bond markets, plus our five best bond ideas.