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Daniel Rohr

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  1. Ultimate Stock-Pickers: 10 High-Conviction and New-Money Purchases

    The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.

  2. A Rare Economic Moat in the Basic Materials Sector

    High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.

  3. Chinese Real Estate a Warning Sign for Commodities

    Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.

  4. Credit Outlook: Sector Updates and Top Bond Picks

    Our sector-by-sector take on the corporate credit markets, plus top bond picks.

  5. A Cure for China's Hangover

    Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.

  6. Implications of Weakening Chinese Commodity Demand

    Several commodities may lose a long-standing structural demand driver in China's economic shift.

  7. China Strong Long Term

    Fund managers give mixed reviews on China's short-term prospects but say problems are surmountable.

  8. Credit Outlook: Sector Updates and Top Bond Picks

    Get our sector-by-sector take on the bond markets, plus our five best bond ideas.

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