Rotation Dynamics - Evenlode Global Investment View

<p>The recent market move has been dubbed a ‘great rotation’, partly because so-called ‘value’ stocks have not just lagged in the pandemic, but have lagged equity markets ever since the financial crisis.</p><p>Anything that acts as a positive catalyst for these out-of-favour companies has come to be referred to as a ‘value rotation’. Is this what we’re seeing now? </p><p><em>Please note, these views represent the opinions of the Evenlode team as of November 2020 and do not constitute investment advice.</em></p><p>For more information visit <a href="https://evenlodeinvestment.com/">evenlodeinvestment.com</a></p>