July’s ‘furious rotation’ was a catch-up for global equities that lagged in Q2 – DataTrek
Pavel Muravyov July saw a sharp drop in interest rates, causing a “violent turnover” in cyclical and interest rate-sensitive sectors such as small caps in the US (VB), (IJR), (SCHA), (IWM), as well as Europe (IEUR) and Japan (EWJ). Both…
