Is the ‘great equity rotation’ finally coming?

Over the last 18 months, the “Magnificent Seven” have dominated markets and appeared to defy gravity. However, since 10 July, they may be coming back to Earth and fast. With many catalysts favouring such a rotation away from the Magnificent Seven, investors may need to take action quickly to rebalance their portfolio towards more diversified allocations favouring small cap companies.

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Historical performance is not an indication of future results and any investments may go down in value.

 

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