ROTATION

Funds management

The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....

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Funds management

There has been an ‘atypical’ rotation of stocks since the announcement of the COVID-19 vaccine trials with companies with the lowest levels of profitability outperforming...

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Funds management

The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...

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MARKET INSIGHTS

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