A recent article in Investing.com outlines some of the consequences of the governments’ economic stimulus activities. Here is a summary of the article’s main points: “One consequence of spending too…
Tag: Rotation
The Recent Rally for Value Might Not Last
Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…
JPMorgan: Value Rotation Will Continue
Marko Kolanovic, JPMorgan’s global head of macro quant and derivatives strategy, says the “massive rotation into value stocks that rocked investors two months ago is going to extend to 2020,”…
Market Movements are Factor-Led, Not a Tech Rotation
The recently touted theory that tech was entering a rotation as stock pickers began “piling into companies set to benefit from U.S. tax cuts” has been challenged by some, according…
Rotation Out of Bonds Might Be Coming
The probability that funds will flow into equities “at the possible expense of debt” is increasing, despite forecasts to the contrary. This according to Credit Suisse Group AG, reported in…