Sector Rotation Strategies
Sector rotation strategies can be used by investors to maximise portfolio returns. This is achieved by identifying which sectors perform the best in different economic environments. Some sectors perform very well when the economy is booming while others sectors don’t do as well. Identifying these sectors can give the investor an edge to share performance. Early Cycle Phase: Features of this phase: Low inflation, low increasing interest rates. The economy may have just recovered from a recession. Low interest rates …