rotation

Funds management

Rotation from ‘reopening’ to ‘inflation winners’

The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....

Funds management

The stocks rising most on the COVID-19 vaccine success

There has been an ‘atypical’ rotation of stocks since the announcement of the COVID-19 vaccine trials with companies with the lowest levels of profitability outperforming...

Funds management

Sharpest market rotation in over a decade: Kardinia Capital

The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...