Sector Rotation Update: Value Stocks and Bonds Lead the Way!
1 Articles
1 Articles
Sector Rotation Update: Value Stocks and Bonds Lead the Way!
Stocks vs. bonds? In this video, Julius breaks down the asset allocation outlook and why defensive sectors, large-cap value, and bonds may continue to outperform in this volatile market. He starts at the asset allocation level using Relative Rotation Graphs (RRGs) to analyze stocks vs bonds performance, then highlights the ongoing defensive sector rotation, and identifies strength in large-cap value stocks. To close out the show, Julius dives in…
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