Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news? By: ETF Trends August 07, 2024 at 08:00 AM EDT Don’t get myopic and lose sight of the big picture. We had a 10-year period where investor portfolios were dominated by mega-cap, US growth stocks. This tilt produced attractive risk-adjusted returns, but investing is about buying low and selling high. Maintaining an overweight towards a cohort that is expensive, over-owned, and where the upside is [...] The post CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news? appeared first on ETF Trends . Read More >> Data & News supplied by www.cloudquote.io Stock quotes supplied by Barchart Quotes delayed at least 20 minutes. By accessing this page, you agree to the following Privacy Policy and Terms and Conditions.
CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news? By: ETF Trends August 07, 2024 at 08:00 AM EDT Don’t get myopic and lose sight of the big picture. We had a 10-year period where investor portfolios were dominated by mega-cap, US growth stocks. This tilt produced attractive risk-adjusted returns, but investing is about buying low and selling high. Maintaining an overweight towards a cohort that is expensive, over-owned, and where the upside is [...] The post CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news? appeared first on ETF Trends . Read More >>