Financial Perspectives

with Michael Dubis, CFP

August 2013


The ‘Great Rotation’ is a silly, nonsensical investment trend

Have you heard about the “Great Rotation” of investor money out of bonds and into stocks? Google it and you will come up with thousands, if not millions, of hits. According to the Great Rotation theory, investors will eventually tire of (or no longer accept) the low yields in the bond markets and rotate their investments to stocks. The concept was originated by a brokerage firm. It has become a media darling. It’s very catchy and simple — perfect ingredients to inspire reaction. Brokerage firms and the media profit when concepts that are catchy lead to transactions.

Posted at 11:39 AM | Permalink | Comments: 1

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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