{"id":9739,"date":"2024-09-06T13:49:07","date_gmt":"2024-09-06T12:49:07","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-great-rotation-begins\/"},"modified":"2024-09-06T14:58:36","modified_gmt":"2024-09-06T13:58:36","slug":"six-minute-strategy-the-great-rotation-begins","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-great-rotation-begins\/","title":{"rendered":"Six minute strategy \u2013 The great rotation begins"},"content":{"rendered":"<p>As investors began to question the durability of the AI-led rally, we have started to see a widening in equity market leadership.<\/p>\n<p>Slower economic growth, the prospect of lower interest rates and AI-related challenges all suggest a rotation in the companies that drive the market\u2019s returns. In our latest Six Minute Strategy video, Guy Monson discusses how this rotation might play out, and how this could impact portfolios.<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"NEW EPISODE: Six Minute Strategy: The great rotation begins\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/tcN56e983r4?feature=oembed&enablejsapi=1&origin=https:\/\/sarasinandpartners.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/wp-content\/uploads\/2024\/09\/Six-Minute-Strategy-September-05-2024-SP-web.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As investors began to question the durability of the AI-led rally, we have started to see a widening in equity market leadership. Slower economic growth, the prospect of lower interest rates and AI-related challenges all suggest a rotation in the companies that drive the market\u2019s returns. In our latest Six Minute Strategy video, Guy Monson...<\/p>\n","protected":false},"author":19,"featured_media":15276,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,28,148],"tags":[],"coauthors":[81],"class_list":["post-9739","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six minute strategy \u2013 The great rotation begins - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"Slower growth, lower rates and AI-related challenges suggest a leadership rotation for equities. Watch here.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-great-rotation-begins\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy \u2013 The great rotation begins - Sarasin &amp; Partners South Africa\" \/>\n<meta property=\"og:description\" content=\"Slower growth, lower rates and AI-related challenges suggest a leadership rotation for equities. 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