Rotation: it's tactical, not (yet) strategic

<h3> &nbsp;</h3> <p> A trade rotation, rather than a "great rotation": this is what Mathieu L'Hoir argues. Current market movements point to investor rebalancing being of a tactical, rather than strategic, nature. In this context, he suggests investors should consider including global small caps in portfolios to benefit from the on-going trade rotation but avoid exposure to a single style, whether growth or value, and instead adopt a selective approach straddling both value and growth universes.</p> <a href="http://www.axa-im-webtv.com/corp/rotation-itos-tactical-not-yet-strategic-video-1677.html"><img alt="Rotation: it's tactical, not (yet) strategic" height="102" src="http://www.axa-im-webtv.com/corp/uploads/20130409pm/20130405-101847/attachedFiles/Media/photo_url/14e00689b0dae38b2e464bf5058ddf01.jpg" width="181" /></a>
Published in April 2013

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