JPMorgan: Sector Rotation Could Hurt Some Hedge Funds Even MoreMark Melin
It has been mostly a difficult year for active fund managers, a JPMorgan equity strategy report notes, as even quantitative funds in the equity space are finding challenging market environments. Underneath the market structure is a stock sector rotation cycle in flux, moving from the overvalued and popular names to the undervalued. What has resulted is a largely rotation driven activity in a low volatility environment that might favor core value investors.
exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email email@example.com and we will get back to you as quick as humanly possible