GLOBALT Spotlight: Rotation, Rotation, Rotation
May 03, 2021 at 11:11 AM EDT
By Thomas A. Martin, CFA, Senior Portfolio Manager – GLOBALT Investments. There’s the so-called “Big Rotation” out of bonds and into stocks. These days, it all starts with the virus, vaccine success and re-opening, the increasingly large snap-back rebound in GDP, and trying to handicap inflation...