Global equity markets: The Great Rotation
By: Jonas EdholmHas the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a seismic shift in global equity markets.
Portfolio Manager
Jonas manages the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
Has the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a seismic shift in global equity markets.
In today's market, traditional equity indices no longer offer a true reflection of global stock performance. We explore the growing risks of market-capitalisati ...