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Showing 1 - 10 of 11 results for "Great Rotation"

Bullish on AI? Don't buy US tech: Vanguard

ELIZA BAVIN  |  FRIDAY, 13 FEB 2026
... Davis said the explosive growth of certain stocks that occurs during the first phase is a "signal for change". "A great rotation emerges in the next five or seven years. So much so that technology stocks underperform over that second half of the cycle ...

COVID-19 to remain dominant in 2021

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... spending to accelerate and offset the change. "Within asset allocation, we are closely monitoring the potential for a great rotation from growth to value. We believe investors should remain diversified between growth and value," it said. "Looking ahead ...

Henderson announces record profits

JAMES FERNYHOUGH  |  FRIDAY, 9 AUG 2013
... executive Andrew Formica said that the company had seen a renewed interest in European equities. However, he said the 'great rotation' from bonds to equities had not been as significant as expected. "Despite the US Federal Reserve's intention to slow ...

Great rotation is all in the mind: PIMCO

JAMES FERNYHOUGH  |  TUESDAY, 9 JUL 2013
The great rotation from bonds to equities is not happening, according to PIMCO Australia and Equities Trust (EQT). During the 2013 financial year PIMCO/EQT's Australian fixed income funds saw net inflows of over $1 billion, including almost $236 million ...

Dismiss fixed income at your peril

MARK SMITH  |  MONDAY, 8 JUL 2013
... in or approaching retirement, should be wary of ignoring fixed income and other income producing assets in the 'great rotation' out of cash and into equities, according to Goldman Sachs Asset Management (GSAM) executive director of global fixed income ...

Retirees warned: beware the 'great rotation'

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
... swimming against the current, according to a new paper by AXA Investment Managers (AXA IM). The paper, entitled 'The Great Rotation', analyses the potential for a mass global move from bonds to equities, as global markets improve and the desire for risk ...

Markets poised on knife-edge: Standard Life Investments

MARK SMITH  |  FRIDAY, 31 MAY 2013
... More bullish commentators have argued that the collapse of bond yields and low interest rates are supportive of a 'great rotation' out of fixed income assets into equities and other more risky areas. However, Milligan believes investors must be cautious. ...

Treasuries - safe but not so rewarding

BENJAMIN ONG  |  MONDAY, 25 MAR 2013
This was to be the year of the Great Rotation. The period when the bond market waves the white flag and give up the fight for investor dollars to the market for equities. That's until Cyprus. It has to come up with a,-5.8 billion (by taxing bank deposits ...

Bond investors beware interest rate risk

MARK SMITH  |  FRIDAY, 1 MAR 2013
Institutional investors who focus their investment strategies too heavily on the 'great rotation' out of bonds and into equities are likely to be caught out by the inherent risks that still pervade the market, according to a new report from the BlackRock ...

No end in sight for ASX rally: InStreet

MARK SMITH  |  THURSDAY, 7 FEB 2013
... yesterday. Unperturbed by these comments, Lucas is confident that improved investor sentiment, predicated by the 'great rotation' (out of cash and fixed income assets and into equities) in the institutional market, will have a knock-on effect on the ...
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