The great rotation has commenced

Charlie-Aitken1
Chief Investment Officer and founder of Aitken Investment Management
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There is no doubt that global economic data is improving, led by the Eurozone, and that central banks will continue to slowly reduce the dose of monetary policy morphine by winding back quantitative easing policies and increasing cash rates. This has very large ramifications for stock and sector selection going forward, as I continue to write in these notes.

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