CIO Thoughts: The Interest Rate Cycle Trumps the Political Cycle. Will ‘The Great Rotation’ Last?
As we have seen, there has been a sizable rotation out of growth and into value-centric assets since Thursday, July 11. Our thoughts: The...
Jul 29, 20243 min read
CIO Thoughts: Is the Great Rotation under attack, given bad news is back to being bad news?
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...
Jul 28, 20243 min read