The Great Rotation - just an illusion?

Many predicted the great rotation from bonds to equities would happen in 2014 but we have yet to see it. Daniel Rudis looks at the likelihood of it happening in 2015.

clock • 3 min read

Many predicted the great rotation from bonds to equities would happen in 2014 but we have yet to see it. Daniel Rudis looks at the likelihood of it happening in 2015.

The phenomenon of a large-scale selling of bonds and buying of stocks has been dubbed the ‘great rotation' in recent times. Many market observers had anticipated that this would finally material...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

Sustainable and impact briefs to make up half of private market portfolios in next two years

Sustainable and impact briefs to make up half of private market portfolios in next two years

Asset owners say they can achieve better social and environmental outcomes through private markets

Jonathan Stapleton
clock 21 November 2024 • 3 min read
Liquid alternatives can increase scheme resilience, Aon says

Liquid alternatives can increase scheme resilience, Aon says

Firm says these assets can help UK schemes improve portfolio resilience while generating returns

Jasmine Urquhart
clock 21 November 2024 • 2 min read
Pension funds set to ramp up private market and global equity allocations

Pension funds set to ramp up private market and global equity allocations

Some 94% of respondents are either already invested or planning to invest in private markets

Jonathan Stapleton
clock 20 November 2024 • 3 min read
Trustpilot