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Oct 07 2016
Stock Market

Beta Rotation Underway

  • Oct 7, 2016

For months we’ve speculated that any major extension of the bull market would require a rotation into High Beta groups from the Low Volatility and economically-defensive themes that were the market’s big winners from mid-2015 to mid-2016.

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Low Volatility Index High Beta Valuations

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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