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Alternative Market Briefing

Are we rotating yet? If we do, will it matter?

Tuesday, June 18, 2013

Bailey McCann, Opalesque New York: Market participants have long been looking for the "great rotation," out of fixed income, which has been in the works for several months according to some forecasters. Yet, inflows to both fixed income and equities have largely remained unchanged in any real way. In research published earlier today, from Bank of America Merrill Lynch Global Research, there is some suggestion that funds may be pivoting out of global equities and into US focused equities providing support for a trend that has been in the making for a few months. The Financial Times reported that investors in Europe are at least considering taking on more risk as returns remain tepid but a full rotation has yet to materialize. Now, new research from Greenwich Associates suggests even if the the rotation does happen, its effect will be muted.

The research shows that even with an uptick in rates, a rotation into equities will not necessarily reverse the long-term decline in institutional trading volume in U.S. equities - a trend that may be more deeply entrenched than any rotation given the ......................

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