Watch List: $XLE, $XLF, $IWM
The sector rotation showed us that value-based stocks saw inflows whilst momentum-based ones saw outflows. We feel this is a short-term rotation, and continue to favour momentum small-caps that are fundamentally sound.
Watch List w/c 5th April
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This week we introduce a new method where we move away from sectors and instead assess performance and momentum of major societal trends that we match small-cap stocks against.
Watch List: XLF, XLI, XLB
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Our preferred sectors are still within the cyclicals space, where there is an increasing overlap between value and momentum stocks. Technology in the rebounded somewhat but volatility will remain as we are in a tug-of-war between inflation and innovation.
