Sector Rotation Is Key To Out-Performance

Kingsley Jones, Founder and Chief Investment Officer at Jevons Global in Sydney reminds us that the US equity markets only generated a return of 10% for the last 2 years as the end of 2018 saw a very sharp market correction creating a low base effect. He however says that sector rotation is key to outperformance and to start looking at the laggards which are healthcare, financials and even consumer related names.