Sector Rotation Out of Defense | Julius de Kempenaer (01.31)
Sector Spotlight with Julius de Kempenaer • 27m
This week, Julius de Kempenaer addresses the current state of asset class rotation and then moves on to sector rotation. He divides the market in three groups; Offensive, Defensive and Sensitive, and finds an interesting alignment that should be taken seriously as an early warning for an ongoing shift between sectors.
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