In this episode of Markets in Motion, Bruce Campbell of StoneCastle Investment Management, in partnership with Stockhouse, breaks down the latest signs of sector rotation — the driving force behind every market cycle.
After a year dominated by technology and precious metals, new leaders are emerging. Campbell highlights how health care and energy have moved into the leading quadrant, while technology begins to weaken and materials hold steady.
He also points to a potential recovery in oil prices, with oil stocks rising even as crude remains subdued. Using rotation graphs and trend indicators, Bruce explains what this shift could mean for investors positioning for the months ahead.
Watch the full video to see where the puck is heading next — and which sectors could gain momentum as the market’s leadership evolves.
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