The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.
High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
Our sector-by-sector take on the corporate credit markets, plus top bond picks.
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.