On this episode of StockCharts TV’s Sector Spotlight, I dive deep into rotations for asset classes and sectors. Bitcoin, as a proxy for crypto currencies as an asset class, is shooting off into the leading quadrant, while commodities are losing strength and stocks are back in the lead. In sectors, we see a move away from defensives, while Technology has jumped to new all-time highs. The Consumer Discretionary sector is currently putting some pressure on the market from a relative perspective, and therefore seems to be holding the key for a broader participation and stronger S&P 500.
Past episodes of Sector Spotlight can be found here.
After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers).Learn More