November 29, 2019
Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in more than 60 countries.
Is the rotation real?
Our Global Investment Strategist Nanette Abuhoff Jacobson shares her thoughts on why higher-beta market segments have been outperforming, and why investors’ current defensive positioning could potentially support a strong, sustained rotation to cyclical outperformance.
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