In this episode of Sector Spotlight, Julius assesses the current rotations in asset classes and sectors. He highlights the rotation for commodities, which are going through a setback but are likely to come back as the leading asset class. In equity sectors, Julius sees an early shift from defensive to offensive/growth stocks. He then points out that the current shift in favour of Growth seems to align with a recovery in the Growth/Value ratio after completing that massive top formation. This could take a few more weeks, but, with an eye on the bigger picture, this move is judged as temporary for the time being.