- December 18, 2017
- Blog , The Portfolio Strategist - Terry Gardner
C.J. Lawrence Weekly – Time to Rotate to Value Stocks?…Not So Fast
The likely passage of the U.S. tax reform bill, a bump up in the U.S. Fed Funds target rate, and better than expected economic data have all contributed to a reevaluation of equity investor sector and style weightings. As discussed in last week’s note, we got a glimpse of rapid sector rotation two...