The Anemic Rotation, Strategies for Public Funds
Global financial media have been reporting the great rotation as public equity markets had a resilient month in January 2013. It seems the rotation story comes up every couple of months once news is silent about the Euro crisis or fiscal cliff issues. Does the great rotation have merit today?
Investors pumped billions into stocks in the first month of January 2013; a strong sign after years of equity sell offs. For sovereign funds, many have continued to plow money into equities, earning scorn for lackluster performance in 2010 and 2011, but in 2012 factors were different. By looking at press releases, some public funds left off 2011 and 2010 performance figures.[Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view site content.]
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