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Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, sees the rotation trade as “more about a change in sentiment, more about a rotation out of tech, and less about an economic view.” (Source: Bloomberg)
Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, sees the rotation trade as “more about a change in sentiment, more about a rotation out of tech, and less about an economic view.” (Source: Bloomberg)