Rotation Dynamics - Evenlode Global Investment View
Play • 11 min

The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis.

Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now?

Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.

For more information visit evenlodeinvestment.com

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